TFA
AMP icon

Transamerica Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Transamerica Financial Advisors’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 		$47.7K Sell
103
-137
-57% -$62.8K ﹤0.01% 705
2026
Q1 		$107K Sell
240
-259
-52% -$125K 0.01% 515
2025
Q4 		$245K Buy
499
+50
+11% +$23.7K 0.02% 336
2025
Q3 		$221K Buy
449
+390
+661% +$200K 0.02% 315
2025
Q2 		$31.3K Sell
59
-7
-11% -$3.46K ﹤0.01% 323
2025
Q1 		$32K Sell
66
-1,230
-95% -$645K ﹤0.01% 320
2024
Q4 		$690K Sell
1,296
-315
-20% -$168K 0.07% 176
2024
Q3 		$757K Sell
1,611
-150
-9% -$65.1K 0.07% 172
2024
Q2 		$753K Hold
1,761
– – 0.08% 156
2024
Q1 		$773K Sell
1,761
-114
-6% -$45.6K 0.08% 173
2023
Q4 		$713K Sell
1,875
-1,342
-42% -$460K 0.1% 140
2023
Q3 		$1.06M Sell
3,217
-233
-7% -$79.5K 0.14% 120
2023
Q2 		$1.15M Sell
3,450
-47
-1% -$14.4K 0.15% 121
2023
Q1 		$1.07M Buy
3,497
+120
+4% +$39.3K 0.14% 121
2022
Q4 		$1.05M Buy
3,377
+46
+1% +$14K 0.15% 125
2022
Q3 		$840K Buy
3,331
+477
+17% +$126K 0.12% 130
2022
Q2 		$679K Buy
2,854
+2,851
+95,033% +$764K 0.1% 148
2022
Q1 		$1K Hold
3
– – 0.04% 56
2021
Q4 		$1K Hold
3
– – 0.03% 65
2021
Q3 		$1K Hold
3
– – 0.03% 64
2021
Q2 		$1K Hold
3
– – 0.02% 84
2021
Q1 		$1K Sell
3
-1
-25% -$216 0.02% 120
2020
Q4 		$1K Buy
+4
New +$716 0.02% 113

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

Transamerica Financial Advisors's AMP Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Ameriprise Financial (AMP) stake by 57% in Q2 2026, selling an estimated $62.8K and leaving 103 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Transamerica Financial Advisors first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q2 2023. 1,383 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Transamerica Financial Advisors held 103 shares of Ameriprise Financial worth $47.7K as of Q2 2026.
  • Transamerica Financial Advisors sold 137 Ameriprise Financial shares in Q2 2026, an estimated $62.8K.
  • Ameriprise Financial made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #705 holding.
  • Transamerica Financial Advisors first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
  • Transamerica Financial Advisors's Ameriprise Financial position peaked at $1.15M in Q2 2023.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.