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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
Q2 		$375K Sell
816
-7
-0.9% -$3.21K 0.02% 366
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 $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

Tradition Wealth Management's AMP Position: Q2 2026 in Review

Tradition Wealth Management reduced its Ameriprise Financial (AMP) stake by 0.85% in Q2 2026, selling an estimated $3.21K and leaving 816 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #366.

Tradition Wealth Management first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. The position peaked at $472K in Q4 2024. 1,390 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Tradition Wealth Management held 816 shares of Ameriprise Financial worth $375K as of Q2 2026.
  • Tradition Wealth Management sold 7 Ameriprise Financial shares in Q2 2026, an estimated $3.21K.
  • Ameriprise Financial made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Tradition Wealth Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Ameriprise Financial position peaked at $472K in Q4 2024.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.