WOSD
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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
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 $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

WFA of San Diego's AMP Position: Q1 2026 in Review

WFA of San Diego held its Ameriprise Financial (AMP) position steady in Q1 2026 at 60 shares worth $26.7K. The position accounts for 0.02% of the portfolio, ranked #228.

WFA of San Diego first reported a position in AMP in Q2 2022 and has held it in 10 quarters since. The position peaked at $36.3K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • WFA of San Diego held 60 shares of Ameriprise Financial worth $26.7K as of Q1 2026.
  • WFA of San Diego left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #228 holding.
  • WFA of San Diego first reported a position in Ameriprise Financial in Q2 2022 and has held it in 10 quarters since.
  • WFA of San Diego's Ameriprise Financial position peaked at $36.3K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.