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WBI Investments’s Ameriprise Financial AMP Stock Holding History

WBI Investments’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 		– Sell
-2,351
Closed -$1.15M – 290
2025
Q4 		$1.15M Sell
2,351
-111
-5% -$52.7K 0.3% 89
2025
Q3 		$1.21M Sell
2,462
-381
-13% -$195K 0.31% 83
2025
Q2 		$1.52M Buy
2,843
+2,133
+300% +$1.05M 0.39% 72
2025
Q1 		$344K Sell
710
-778
-52% -$408K 0.09% 162
2024
Q4 		$792K Buy
+1,488
New +$794K 0.2% 131
2024
Q2 		– Sell
-3,519
Closed -$1.54M – 166
2024
Q1 		$1.54M Buy
3,519
+355
+11% +$142K 0.32% 81
2023
Q4 		$1.2M Buy
+3,164
New +$1.08M 0.24% 99
2023
Q3 		– Sell
-5,574
Closed -$1.85M – 183
2023
Q2 		$1.85M Buy
+5,574
New +$1.71M 0.34% 87
2021
Q2 		– Sell
-20,497
Closed -$4.76M – 183
2021
Q1 		$4.76M Buy
+20,497
New +$4.43M 0.75% 25
2020
Q1 		– Sell
-47,455
Closed -$7.91M – 92
2019
Q4 		$7.91M Buy
47,455
+40,830
+616% +$6.33M 0.84% 21
2019
Q3 		$975K Sell
6,625
-26,909
-80% -$3.77M 0.09% 128
2019
Q2 		$4.87M Buy
+33,534
New +$4.85M 0.43% 50
2018
Q1 		– Sell
-182,332
Closed -$30.9M – 191
2017
Q4 		$30.9M Buy
182,332
+3,993
+2% +$640K 1.43% 16
2017
Q3 		$26.5M Buy
+178,339
New +$24.9M 1.17% 18
2017
Q1 		– Sell
-50,583
Closed -$5.61M – 284
2016
Q4 		$5.61M Sell
50,583
-153,745
-75% -$16.2M 0.24% 74
2016
Q3 		$20.4M Buy
+204,328
New +$19.8M 0.78% 35
2016
Q2 		– Sell
-470,405
Closed -$44.2M – 162
2016
Q1 		$44.2M Buy
+470,405
New +$42.2M 1.65% 21
2015
Q3 		– Sell
-54,093
Closed -$6.76M – 152
2015
Q2 		$6.76M Buy
+54,093
New +$6.9M 0.17% 107

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

WBI Investments's AMP Position: Q1 2026 in Review

WBI Investments sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 2,351 shares — an estimated $1.15M sold.

WBI Investments first reported a position in AMP in Q2 2015 and held it in 18 quarters. The position peaked at $44.2M in Q1 2016. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • WBI Investments reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 2,351 Ameriprise Financial shares in Q1 2026, an estimated $1.15M.
  • WBI Investments first reported a position in Ameriprise Financial in Q2 2015 and held it in 18 quarters.
  • WBI Investments's Ameriprise Financial position peaked at $44.2M in Q1 2016.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.