TAFW
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Tred Avon Family Wealth’s Ameriprise Financial AMP Stock Holding History

Tred Avon Family Wealth’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 		$212K Sell
477
-45
-9% -$21.7K 0.07% 258
2025
Q4 		$256K Buy
+522
New +$248K 0.08% 230

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

Tred Avon Family Wealth's AMP Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Ameriprise Financial (AMP) stake by 8.6% in Q1 2026, selling an estimated $21.7K and leaving 477 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #258.

Tred Avon Family Wealth first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $256K in Q4 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Tred Avon Family Wealth held 477 shares of Ameriprise Financial worth $212K as of Q1 2026.
  • Tred Avon Family Wealth sold 45 Ameriprise Financial shares in Q1 2026, an estimated $21.7K.
  • Ameriprise Financial made up 0.07% of Tred Avon Family Wealth's portfolio in Q1 2026, its #258 holding.
  • Tred Avon Family Wealth first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's Ameriprise Financial position peaked at $256K in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.