Virtus Investment Advisers’s Ameriprise Financial AMP Stock Holding History

Virtus Investment 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
2025 Q4	–	Sell	-3,533	Closed	-$1.74M	–	464
2025 Q3	$1.74M	Buy	3,533 +560	+19%	+$287K	0.5%	100
2025 Q2	$1.59M	Buy	2,973 +487	+20%	+$241K	0.54%	49
2025 Q1	$1.2M	Buy	+2,486	New	+$1.3M	0.33%	114
2018 Q1	–	Sell	-7,498	Closed	-$1.27M	–	35
2017 Q4	$1.27M	Sell	7,498 -545	-7%	-$87.3K	0.14%	182
2017 Q3	$1.19M	Buy	8,043 +5,763	+253%	+$805K	0.13%	198
2017 Q2	$290K	Sell	2,280 -1,198	-34%	-$152K	0.03%	383
2017 Q1	$451K	Sell	3,478 -428	-11%	-$53K	0.04%	341
2016 Q4	$433K	Buy	3,906 +2,569	+192%	+$271K	0.03%	369
2016 Q3	$133K	Buy	+1,337	New	+$130K	0.01%	474

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Virtus Investment Advisers's AMP Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 3,533 shares — an estimated $1.74M sold.

Virtus Investment Advisers first reported a position in AMP in Q3 2016 and held it in 9 quarters. The position peaked at $1.74M in Q3 2025. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Virtus Investment Advisers reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Virtus Investment Advisers sold 3,533 Ameriprise Financial shares in Q4 2025, an estimated $1.74M.
Virtus Investment Advisers first reported a position in Ameriprise Financial in Q3 2016 and held it in 9 quarters.
Virtus Investment Advisers's Ameriprise Financial position peaked at $1.74M in Q3 2025.
1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.