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Valmark Advisers’s Ameriprise Financial AMP Stock Holding History

Valmark Advisers’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 		$304K Buy
662
+19
+3% +$8.71K ﹤0.01% 617
2026
Q1 		$286K Sell
643
-2
-0.3% -$964 ﹤0.01% 591
2025
Q4 		$316K Hold
645
– – ﹤0.01% 541
2025
Q3 		$317K Sell
645
-16
-2% -$8.2K ﹤0.01% 536
2025
Q2 		$353K Sell
661
-7
-1% -$3.46K ﹤0.01% 504
2025
Q1 		$324K Sell
668
-146
-18% -$76.6K ﹤0.01% 500
2024
Q4 		$433K Sell
814
-42
-5% -$22.4K 0.01% 449
2024
Q3 		$402K Buy
856
+269
+46% +$117K 0.01% 456
2024
Q2 		$251K Buy
+587
New +$251K ﹤0.01% 507

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

Valmark Advisers's AMP Position: Q2 2026 in Review

Valmark Advisers increased its Ameriprise Financial (AMP) stake by 3% in Q2 2026, buying an estimated $8.71K and bringing the position to 662 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Valmark Advisers first reported a position in AMP in Q2 2024 and has held it in 9 quarters since. The position peaked at $433K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Valmark Advisers held 662 shares of Ameriprise Financial worth $304K as of Q2 2026.
  • Valmark Advisers bought 19 Ameriprise Financial shares in Q2 2026, an estimated $8.71K.
  • Ameriprise Financial made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #617 holding.
  • Valmark Advisers first reported a position in Ameriprise Financial in Q2 2024 and has held it in 9 quarters since.
  • Valmark Advisers's Ameriprise Financial position peaked at $433K in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.