Accel Wealth Management
AMP icon

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
Q3 		$750K Sell
1,523
-51
-3% -$27.4K 0.16% 122
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Accel Wealth Management's AMP Position: Q3 2026 in Review

Accel Wealth Management reduced its Ameriprise Financial (AMP) stake by 3.2% in Q3 2026, selling an estimated $27.4K and leaving 1,523 shares worth $750K. The position accounts for 0.16% of the portfolio, ranked #122.

Accel Wealth Management first reported a position in AMP in Q4 2020 and has held it in 24 quarters since. The position peaked at $793K in Q3 2024. 780 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Accel Wealth Management held 1,523 shares of Ameriprise Financial worth $750K as of Q3 2026.
  • Accel Wealth Management sold 51 Ameriprise Financial shares in Q3 2026, an estimated $27.4K.
  • Ameriprise Financial made up 0.16% of Accel Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Accel Wealth Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Ameriprise Financial position peaked at $793K in Q3 2024.
  • 780 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.