Vishria Bird Financial Group’s Ameriprise Financial AMP Stock Holding History

Vishria Bird Financial Group’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 Q3	$1.3M	Buy	2,638 +10	+0.4%	+$5.13K	0.25%	36
2025 Q2	$1.4M	Buy	2,628 +454	+21%	+$224K	0.47%	29
2025 Q1	$1.05M	Hold	2,174	–	–	0.36%	34
2024 Q4	$1.16M	Hold	2,174	–	–	0.41%	32
2024 Q3	$1.02M	Buy	2,174 +180	+9%	+$78.1K	0.39%	33
2024 Q2	$852K	Buy	1,994 +449	+29%	+$192K	0.36%	32
2024 Q1	$677K	Hold	1,545	–	–	0.29%	36
2023 Q4	$587K	Buy	1,545 +1	+0.1%	+$343	0.28%	36
2023 Q3	$509K	Buy	1,544 +93	+6%	+$31.7K	0.29%	35
2023 Q2	$482K	Hold	1,451	–	–	0.29%	33
2023 Q1	$445K	Buy	1,451 +442	+44%	+$145K	0.28%	36
2022 Q4	$314K	Hold	1,009	–	–	0.22%	45
2022 Q3	$254K	Hold	1,009	–	–	0.17%	46
2022 Q2	$240K	Buy	+1,009	New	+$270K	0.16%	50
2019 Q3	–	Sell	-5,083	Closed	-$738K	–	50
2019 Q2	$738K	Buy	5,083 +406	+9%	+$58.7K	0.74%	20
2019 Q1	$599K	Hold	4,677	–	–	0.61%	24
2018 Q4	$488K	Hold	4,677	–	–	0.54%	25
2018 Q3	$691K	Hold	4,677	–	–	0.59%	21
2018 Q2	$654K	Buy	+4,677	New	+$663K	0.61%	20

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vishria Bird Financial Group's AMP Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Ameriprise Financial (AMP) stake by 0.38% in Q3 2025, buying an estimated $5.13K and bringing the position to 2,638 shares worth $1.3M. The position accounts for 0.25% of the portfolio, ranked #36.

Vishria Bird Financial Group first reported a position in AMP in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.4M in Q2 2025. 1,362 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

Vishria Bird Financial Group held 2,638 shares of Ameriprise Financial worth $1.3M as of Q3 2025.
Vishria Bird Financial Group bought 10 Ameriprise Financial shares in Q3 2025, an estimated $5.13K.
Ameriprise Financial made up 0.25% of Vishria Bird Financial Group's portfolio in Q3 2025, its #36 holding.
Vishria Bird Financial Group first reported a position in Ameriprise Financial in Q2 2018 and has held it in 19 quarters since.
Vishria Bird Financial Group's Ameriprise Financial position peaked at $1.4M in Q2 2025.
1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.