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Toth Financial Advisory’s Ameriprise Financial AMP Stock Holding History

Toth Financial Advisory’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 		$16.1K Hold
35
– – ﹤0.01% 528
2026
Q1 		$15.6K Hold
35
– – ﹤0.01% 508
2025
Q4 		$17.2K Hold
35
– – ﹤0.01% 494
2025
Q3 		$17.2K Sell
35
-10
-22% -$5.13K ﹤0.01% 480
2025
Q2 		$24K Hold
45
– – ﹤0.01% 411
2025
Q1 		$21.8K Hold
45
– – ﹤0.01% 394
2024
Q4 		$24K Hold
45
– – ﹤0.01% 377
2024
Q3 		$21.1K Sell
45
-10
-18% -$4.34K ﹤0.01% 379
2024
Q2 		$23.5K Hold
55
– – ﹤0.01% 376
2024
Q1 		$24.1K Hold
55
– – ﹤0.01% 374
2023
Q4 		$20.9K Hold
55
– – ﹤0.01% 386
2023
Q3 		$18.1K Buy
55
+35
+175% +$11.9K ﹤0.01% 383
2023
Q2 		$6.64K Sell
20
-5
-20% -$1.54K ﹤0.01% 516
2023
Q1 		$7.66K Buy
25
+5
+25% +$1.64K ﹤0.01% 495
2022
Q4 		$6.23K Hold
20
– – ﹤0.01% 480
2022
Q3 		$5K Hold
20
– – ﹤0.01% 539
2022
Q2 		$5K Hold
20
– – ﹤0.01% 501
2022
Q1 		$6K Hold
20
– – ﹤0.01% 515
2021
Q4 		$6K Hold
20
– – ﹤0.01% 536
2021
Q3 		$5K Buy
+20
New +$5.23K ﹤0.01% 550
2020
Q2 		– Sell
-290
Closed -$30K – 549
2020
Q1 		$30K Sell
290
-3,150
-92% -$467K 0.01% 206
2019
Q4 		$573K Buy
+3,440
New +$533K 0.12% 119

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

Toth Financial Advisory's AMP Position: Q2 2026 in Review

Toth Financial Advisory held its Ameriprise Financial (AMP) position steady in Q2 2026 at 35 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Toth Financial Advisory first reported a position in AMP in Q4 2019 and has held it in 22 quarters since. The position peaked at $573K in Q4 2019. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Toth Financial Advisory held 35 shares of Ameriprise Financial worth $16.1K as of Q2 2026.
  • Toth Financial Advisory left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #528 holding.
  • Toth Financial Advisory first reported a position in Ameriprise Financial in Q4 2019 and has held it in 22 quarters since.
  • Toth Financial Advisory's Ameriprise Financial position peaked at $573K in Q4 2019.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.