AC
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Apella Capital’s Ameriprise Financial AMP Stock Holding History

Apella Capital’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 		$463K Buy
944
+106
+13% +$57K 0.01% 519
2026
Q2 		$425K Buy
838
+18
+2% +$8.25K 0.01% 499
2026
Q1 		$374K Buy
820
+54
+7% +$26K 0.01% 511
2025
Q4 		$376K Buy
766
+31
+4% +$14.7K 0.01% 404
2025
Q3 		$344K Buy
735
+164
+29% +$84.1K 0.01% 375
2025
Q2 		$306K Sell
571
-10
-2% -$4.94K 0.01% 350
2025
Q1 		$275K Buy
581
+23
+4% +$12.1K 0.01% 319
2024
Q4 		$297K Buy
558
+8
+1% +$4.27K 0.01% 287
2024
Q3 		$264K Buy
550
+7
+1% +$3.04K 0.01% 282
2024
Q2 		$235K Sell
543
-28
-5% -$12K 0.01% 285
2024
Q1 		$245K Buy
571
+22
+4% +$8.81K 0.01% 265
2023
Q4 		$208K Buy
+549
New +$188K 0.01% 276

Other funds holding AMP

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Apella Capital's AMP Position: Q3 2026 in Review

Apella Capital increased its Ameriprise Financial (AMP) stake by 13% in Q3 2026, buying an estimated $57K and bringing the position to 944 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #519.

Apella Capital first reported a position in AMP in Q4 2023 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Apella Capital held 944 shares of Ameriprise Financial worth $463K as of Q3 2026.
  • Apella Capital bought 106 Ameriprise Financial shares in Q3 2026, an estimated $57K.
  • Ameriprise Financial made up 0.01% of Apella Capital's portfolio in Q3 2026, its #519 holding.
  • Apella Capital first reported a position in Ameriprise Financial in Q4 2023 and has held it in 12 quarters since.
  • 66 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.