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The Family Firm’s Ameriprise Financial AMP Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-457
Closed -$221K – 95
2025
Q1 		$221K Buy
457
+2
+0.4% +$1.05K 0.05% 197
2024
Q4 		$242K Buy
455
+1
+0.2% +$534 0.05% 188
2024
Q3 		$214K Buy
454
+71
+19% +$30.8K 0.05% 199
2024
Q2 		$164K Sell
383
-93
-20% -$39.7K 0.04% 224
2024
Q1 		$209K Buy
+476
New +$191K 0.05% 190

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

The Family Firm's AMP Position: Q2 2025 in Review

The Family Firm sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 457 shares — an estimated $221K sold.

The Family Firm first reported a position in AMP in Q1 2024 and held it in 5 quarters. The position peaked at $242K in Q4 2024. 1,362 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • The Family Firm reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 457 Ameriprise Financial shares in Q2 2025, an estimated $221K.
  • The Family Firm first reported a position in Ameriprise Financial in Q1 2024 and held it in 5 quarters.
  • The Family Firm's Ameriprise Financial position peaked at $242K in Q4 2024.
  • 1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.