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Transcend Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Transcend Capital 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
Q1 		$966K Buy
2,174
+167
+8% +$80.5K 0.08% 239
2025
Q4 		$984K Buy
2,007
+424
+27% +$201K 0.08% 233
2025
Q3 		$777K Sell
1,583
-269
-15% -$138K 0.05% 293
2025
Q2 		$989K Buy
1,852
+347
+23% +$171K 0.08% 236
2025
Q1 		$729K Buy
1,505
+80
+6% +$42K 0.05% 301
2024
Q4 		$759K Sell
1,425
-255
-15% -$136K 0.05% 277
2024
Q3 		$790K Sell
1,680
-36
-2% -$15.6K 0.05% 302
2024
Q2 		$733K Buy
1,716
+111
+7% +$47.4K 0.05% 303
2024
Q1 		$704K Sell
1,605
-36
-2% -$14.4K 0.06% 279
2023
Q4 		$623K Sell
1,641
-58
-3% -$19.9K 0.06% 280
2023
Q3 		$560K Sell
1,699
-434
-20% -$148K 0.05% 274
2023
Q2 		$709K Sell
2,133
-127
-6% -$39K 0.07% 250
2023
Q1 		$693K Buy
2,260
+103
+5% +$33.7K 0.07% 246
2022
Q4 		$672K Buy
2,157
+87
+4% +$26.5K 0.07% 247
2022
Q3 		$522K Sell
2,070
-103
-5% -$27.1K 0.06% 277
2022
Q2 		$516K Buy
2,173
+308
+17% +$82.5K 0.05% 292
2022
Q1 		$560K Buy
1,865
+675
+57% +$204K 0.05% 302
2021
Q4 		$359K Buy
+1,190
New +$352K 0.03% 354
2020
Q1 		– Sell
-7,450
Closed -$1.24M – 214
2019
Q4 		$1.24M Buy
+7,450
New +$1.15M 0.33% 93

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

Transcend Capital Advisors's AMP Position: Q1 2026 in Review

Transcend Capital Advisors increased its Ameriprise Financial (AMP) stake by 8.3% in Q1 2026, buying an estimated $80.5K and bringing the position to 2,174 shares worth $966K. The position accounts for 0.08% of the portfolio, ranked #239.

Transcend Capital Advisors first reported a position in AMP in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.24M in Q4 2019. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Transcend Capital Advisors held 2,174 shares of Ameriprise Financial worth $966K as of Q1 2026.
  • Transcend Capital Advisors bought 167 Ameriprise Financial shares in Q1 2026, an estimated $80.5K.
  • Ameriprise Financial made up 0.08% of Transcend Capital Advisors's portfolio in Q1 2026, its #239 holding.
  • Transcend Capital Advisors first reported a position in Ameriprise Financial in Q4 2019 and has held it in 19 quarters since.
  • Transcend Capital Advisors's Ameriprise Financial position peaked at $1.24M in Q4 2019.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.