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WFA of San Diego’s Ameriprise Financial AMP Stock Holding History

WFA of San Diego’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
Q2 		– Sell
-60
Closed -$26.7K – 109
2026
Q1 		$26.7K Hold
60
– – 0.02% 228
2025
Q4 		$29.4K Hold
60
– – 0.02% 241
2025
Q3 		$29.5K Sell
60
-8
-12% -$4.1K 0.02% 252
2025
Q2 		$36.3K Buy
+68
New +$33.6K 0.03% 230
2024
Q3 		$31.9K Hold
68
– – 0.03% 214
2024
Q2 		$29K Buy
+68
New +$29K 0.03% 217
2023
Q3 		$22.4K Hold
68
– – 0.02% 231
2023
Q2 		$22.6K Buy
+68
New +$20.9K 0.02% 223
2023
Q1 		– Sell
-68
Closed -$21.2K – 89
2022
Q4 		$21.2K Buy
+68
New +$20.7K 0.02% 285
2022
Q3 		– Sell
-60
Closed -$14K – 103
2022
Q2 		$14K Buy
+60
New +$16.1K 0.01% 247

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WFA of San Diego's AMP Position: Q2 2026 in Review

WFA of San Diego sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 60 shares — an estimated $26.7K sold.

WFA of San Diego first reported a position in AMP in Q2 2022 and held it in 10 quarters. The position peaked at $36.3K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • WFA of San Diego reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 60 Ameriprise Financial shares in Q2 2026, an estimated $26.7K.
  • WFA of San Diego first reported a position in Ameriprise Financial in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's Ameriprise Financial position peaked at $36.3K in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.