WWC
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Waypoint Wealth Counsel’s Ameriprise Financial AMP Stock Holding History

Waypoint Wealth Counsel’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 		$374K Buy
841
+249
+42% +$120K 0.19% 108
2025
Q4 		$290K Buy
+592
New +$281K 0.11% 191

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

Waypoint Wealth Counsel's AMP Position: Q1 2026 in Review

Waypoint Wealth Counsel increased its Ameriprise Financial (AMP) stake by 42% in Q1 2026, buying an estimated $120K and bringing the position to 841 shares worth $374K. The position accounts for 0.19% of the portfolio, ranked #108.

Waypoint Wealth Counsel first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Waypoint Wealth Counsel held 841 shares of Ameriprise Financial worth $374K as of Q1 2026.
  • Waypoint Wealth Counsel bought 249 Ameriprise Financial shares in Q1 2026, an estimated $120K.
  • Ameriprise Financial made up 0.19% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #108 holding.
  • Waypoint Wealth Counsel first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.