SIM
AMP icon

Synergy Investment Management’s Ameriprise Financial AMP Stock Holding History

Synergy Investment Management’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
Q2 		$11.5K Sell
25
-5
-17% -$2.29K ﹤0.01% 606
2026
Q1 		$13.3K Buy
+30
New +$14.5K ﹤0.01% 460
2025
Q2 		– Sell
-25
Closed -$12.1K – 100
2025
Q1 		$12.1K Hold
25
– – 0.01% 363
2024
Q4 		$13.3K Buy
+25
New +$13.3K 0.01% 359

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Synergy Investment Management's AMP Position: Q2 2026 in Review

Synergy Investment Management reduced its Ameriprise Financial (AMP) stake by 17% in Q2 2026, selling an estimated $2.29K and leaving 25 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Synergy Investment Management first reported a position in AMP in Q4 2024 and has held it in 4 quarters since. The position peaked at $13.3K in Q1 2026. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Synergy Investment Management held 25 shares of Ameriprise Financial worth $11.5K as of Q2 2026.
  • Synergy Investment Management sold 5 Ameriprise Financial shares in Q2 2026, an estimated $2.29K.
  • Ameriprise Financial made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #606 holding.
  • Synergy Investment Management first reported a position in Ameriprise Financial in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Ameriprise Financial position peaked at $13.3K in Q1 2026.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.