TWM
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Tradition Wealth Management’s Ameriprise Financial AMP Stock Holding History

Tradition Wealth 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
Q1 		$366K Sell
823
-2
-0.2% -$964 0.03% 346
2025
Q4 		$405K Buy
825
+12
+1% +$5.7K 0.03% 322
2025
Q3 		$399K Sell
813
-6
-0.7% -$3.08K 0.03% 323
2025
Q2 		$437K Buy
819
+8
+1% +$3.95K 0.03% 285
2025
Q1 		$393K Sell
811
-75
-8% -$39.3K 0.03% 286
2024
Q4 		$472K Sell
886
-11
-1% -$5.87K 0.04% 257
2024
Q3 		$421K Sell
897
-16
-2% -$6.94K 0.04% 268
2024
Q2 		$390K Buy
913
+3
+0.3% +$1.28K 0.04% 273
2024
Q1 		$399K Hold
910
– – 0.04% 255
2023
Q4 		$345K Buy
910
+3
+0.3% +$1.03K 0.04% 252
2023
Q3 		$299K Sell
907
-7
-0.8% -$2.39K 0.04% 253
2023
Q2 		$304K Buy
914
+29
+3% +$8.91K 0.04% 250
2023
Q1 		$271K Buy
885
+579
+189% +$190K 0.03% 252
2022
Q4 		$95K Hold
306
– – 0.01% 387
2022
Q3 		$77K Buy
306
+3
+1% +$789 0.01% 410
2022
Q2 		$72K Hold
303
– – 0.01% 407
2022
Q1 		$91K Hold
303
– – 0.01% 410
2021
Q4 		$91K Hold
303
– – 0.01% 420
2021
Q3 		$80K Hold
303
– – 0.01% 407
2021
Q2 		$75K Hold
303
– – 0.01% 442
2021
Q1 		$70K Hold
303
– – 0.01% 371
2020
Q4 		$59K Buy
+303
New +$54.2K 0.01% 376

Other funds holding AMP

BlackRock
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tradition Wealth Management's AMP Position: Q1 2026 in Review

Tradition Wealth Management reduced its Ameriprise Financial (AMP) stake by 0.24% in Q1 2026, selling an estimated $964 and leaving 823 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #346.

Tradition Wealth Management first reported a position in AMP in Q4 2020 and has held it in 22 quarters since. The position peaked at $472K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Tradition Wealth Management held 823 shares of Ameriprise Financial worth $366K as of Q1 2026.
  • Tradition Wealth Management sold 2 Ameriprise Financial shares in Q1 2026, an estimated $964.
  • Ameriprise Financial made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #346 holding.
  • Tradition Wealth Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Ameriprise Financial position peaked at $472K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.