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Waverly Advisors’s Ameriprise Financial AMP Stock Holding History

Waverly 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 		$1.49M Buy
3,346
+582
+21% +$280K 0.01% 710
2025
Q4 		$1.36M Buy
2,764
+645
+30% +$306K 0.01% 679
2025
Q3 		$1.04M Buy
2,119
+222
+12% +$114K 0.01% 628
2025
Q2 		$1.01M Buy
1,897
+164
+9% +$81K 0.01% 616
2025
Q1 		$839K Buy
1,733
+253
+17% +$133K 0.01% 642
2024
Q4 		$788K Buy
1,480
+341
+30% +$182K 0.01% 575
2024
Q3 		$535K Sell
1,139
-21
-2% -$9.11K 0.01% 569
2024
Q2 		$496K Buy
1,160
+357
+44% +$153K 0.01% 580
2024
Q1 		$352K Buy
803
+13
+2% +$5.21K 0.01% 536
2023
Q4 		$300K Buy
790
+6
+0.8% +$2.06K 0.01% 356
2023
Q3 		$258K Buy
+784
New +$268K 0.01% 347
2018
Q1 		– Sell
-74
Closed -$13K – 189
2017
Q4 		$13K Buy
+74
New +$11.9K ﹤0.01% 309
2015
Q4 		– Sell
-215
Closed -$23K – 140
2015
Q3 		$23K Buy
+215
New +$25.4K 0.02% 242
2014
Q4 		– Sell
-1,685
Closed -$208K – 425
2014
Q3 		$208K Hold
1,685
– – 0.11% 89
2014
Q2 		$202K Hold
1,685
– – 0.08% 102
2014
Q1 		$185K Sell
1,685
-50
-3% -$5.47K 0.08% 99
2013
Q4 		$200K Buy
1,735
+1,685
+3,370% +$174K 0.07% 150
2013
Q3 		$5K Buy
+50
New +$4.42K ﹤0.01% 490

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

Waverly Advisors's AMP Position: Q1 2026 in Review

Waverly Advisors increased its Ameriprise Financial (AMP) stake by 21% in Q1 2026, buying an estimated $280K and bringing the position to 3,346 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #710.

Waverly Advisors first reported a position in AMP in Q3 2013 and has held it in 18 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Waverly Advisors held 3,346 shares of Ameriprise Financial worth $1.49M as of Q1 2026.
  • Waverly Advisors bought 582 Ameriprise Financial shares in Q1 2026, an estimated $280K.
  • Ameriprise Financial made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #710 holding.
  • Waverly Advisors first reported a position in Ameriprise Financial in Q3 2013 and has held it in 18 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.