AWM
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Accel Wealth Management’s Ameriprise Financial AMP Stock Holding History

Accel Wealth Management’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 		$722K Buy
1,574
+127
+9% +$58.2K 0.16% 124
2026
Q1 		$643K Buy
1,447
+5
+0.3% +$2.41K 0.17% 128
2025
Q4 		$707K Sell
1,442
-9
-0.6% -$4.27K 0.19% 116
2025
Q3 		$713K Buy
1,451
+2
+0.1% +$1.02K 0.21% 114
2025
Q2 		$773K Buy
1,449
+26
+2% +$12.8K 0.26% 90
2025
Q1 		$689K Buy
1,423
+8
+0.6% +$4.2K 0.25% 93
2024
Q4 		$754K Sell
1,415
-273
-16% -$146K 0.29% 87
2024
Q3 		$793K Sell
1,688
-7
-0.4% -$3.04K 0.3% 83
2024
Q2 		$724K Buy
1,695
+213
+14% +$91K 0.29% 88
2024
Q1 		$650K Sell
1,482
-95
-6% -$38K 0.28% 87
2023
Q4 		$599K Buy
1,577
+35
+2% +$12K 0.3% 86
2023
Q3 		$508K Sell
1,542
-16
-1% -$5.46K 0.28% 89
2023
Q2 		$518K Buy
1,558
+17
+1% +$5.22K 0.28% 89
2023
Q1 		$472K Sell
1,541
-75
-5% -$24.6K 0.19% 124
2022
Q4 		$503K Buy
1,616
+6
+0.4% +$1.83K 0.24% 85
2022
Q3 		$447K Buy
1,610
+6
+0.4% +$1.58K 0.24% 91
2022
Q2 		$369K Sell
1,604
-3
-0.2% -$804 0.21% 98
2022
Q1 		$478K Sell
1,607
-95
-6% -$28.7K 0.25% 84
2021
Q4 		$513K Buy
1,702
+18
+1% +$5.32K 0.25% 76
2021
Q3 		$445K Sell
1,684
-132
-7% -$34.5K 0.29% 71
2021
Q2 		$452K Buy
1,816
+7
+0.4% +$1.76K 0.3% 74
2021
Q1 		$421K Buy
1,809
+7
+0.4% +$1.51K 0.34% 64
2020
Q4 		$350K Buy
+1,802
New +$323K 0.33% 65

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Accel Wealth Management's AMP Position: Q2 2026 in Review

Accel Wealth Management increased its Ameriprise Financial (AMP) stake by 8.8% in Q2 2026, buying an estimated $58.2K and bringing the position to 1,574 shares worth $722K. The position accounts for 0.16% of the portfolio, ranked #124.

Accel Wealth Management first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. The position peaked at $793K in Q3 2024. 349 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Accel Wealth Management held 1,574 shares of Ameriprise Financial worth $722K as of Q2 2026.
  • Accel Wealth Management bought 127 Ameriprise Financial shares in Q2 2026, an estimated $58.2K.
  • Ameriprise Financial made up 0.16% of Accel Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Accel Wealth Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Ameriprise Financial position peaked at $793K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.