SYM Financial Corp’s Ameriprise Financial AMP Stock Holding History

SYM Financial Corp’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-467	Closed	-$229K	–	418
2025 Q4	$229K	Buy	+467	New	+$222K	0.02%	288

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SYM Financial Corp's AMP Position: Q1 2026 in Review

SYM Financial Corp sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 467 shares — an estimated $229K sold.

SYM Financial Corp first reported a position in AMP in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

SYM Financial Corp reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 467 Ameriprise Financial shares in Q1 2026, an estimated $229K.
SYM Financial Corp first reported a position in Ameriprise Financial in Q4 2025 and held it in 1 quarter.
SYM Financial Corp's Ameriprise Financial position peaked at $229K in Q4 2025.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.