TCA
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Trifecta Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Trifecta 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 		$560K Hold
1,260
– – 0.09% 71
2025
Q4 		$618K Hold
1,260
– – 0.09% 68
2025
Q3 		$619K Sell
1,260
-8
-0.6% -$4.1K 0.09% 69
2025
Q2 		$677K Buy
1,268
+1,163
+1,108% +$575K 0.11% 62
2025
Q1 		$50.8K Hold
105
– – 0.01% 139
2024
Q4 		$55.9K Sell
105
-33
-24% -$17.6K 0.01% 130
2024
Q3 		$64.8K Buy
138
+33
+31% +$14.3K 0.01% 126
2024
Q2 		$44.9K Hold
105
– – 0.01% 149
2024
Q1 		$46K Hold
105
– – 0.01% 142
2023
Q4 		$39.9K Hold
105
– – 0.01% 143
2023
Q3 		$34.6K Hold
105
– – 0.01% 154
2023
Q2 		$34.9K Hold
105
– – 0.01% 160
2023
Q1 		$32.2K Hold
105
– – 0.01% 165
2022
Q4 		$32.7K Buy
+105
New +$32K 0.01% 148

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

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

Trifecta Capital Advisors held its Ameriprise Financial (AMP) position steady in Q1 2026 at 1,260 shares worth $560K. The position accounts for 0.09% of the portfolio, ranked #71.

Trifecta Capital Advisors first reported a position in AMP in Q4 2022 and has held it in 14 quarters since. The position peaked at $677K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Trifecta Capital Advisors held 1,260 shares of Ameriprise Financial worth $560K as of Q1 2026.
  • Trifecta Capital Advisors left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.09% of Trifecta Capital Advisors's portfolio in Q1 2026, its #71 holding.
  • Trifecta Capital Advisors first reported a position in Ameriprise Financial in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's Ameriprise Financial position peaked at $677K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.