AssetMark Inc
AMP icon

AssetMark Inc’s Ameriprise Financial AMP Stock Holding History

AssetMark Inc’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 		$842K Sell
1,835
-202
-10% -$92.6K ﹤0.01% 1120
2026
Q1 		$905K Buy
2,037
+16
+0.8% +$7.71K ﹤0.01% 1058
2025
Q4 		$991K Sell
2,021
-193
-9% -$91.6K ﹤0.01% 1018
2025
Q3 		$1.09M Sell
2,214
-222
-9% -$114K ﹤0.01% 955
2025
Q2 		$1.3M Buy
2,436
+673
+38% +$333K ﹤0.01% 864
2025
Q1 		$853K Sell
1,763
-3
-0.2% -$1.57K ﹤0.01% 892
2024
Q4 		$940K Buy
1,766
+40
+2% +$21.3K ﹤0.01% 863
2024
Q3 		$811K Sell
1,726
-7
-0.4% -$3.04K ﹤0.01% 818
2024
Q2 		$741K Buy
1,733
+27
+2% +$11.5K ﹤0.01% 818
2024
Q1 		$748K Buy
1,706
+20
+1% +$8.01K ﹤0.01% 772
2023
Q4 		$640K Sell
1,686
-42
-2% -$14.4K ﹤0.01% 758
2023
Q3 		$570K Buy
1,728
+93
+6% +$31.7K ﹤0.01% 733
2023
Q2 		$543K Sell
1,635
-20
-1% -$6.15K ﹤0.01% 718
2023
Q1 		$507K Sell
1,655
-32
-2% -$10.5K ﹤0.01% 710
2022
Q4 		$525K Buy
1,687
+590
+54% +$180K ﹤0.01% 695
2022
Q3 		$276K Hold
1,097
– – ﹤0.01% 734
2022
Q2 		$261K Sell
1,097
-7
-0.6% -$1.88K ﹤0.01% 710
2022
Q1 		$331K Sell
1,104
-1
-0.1% -$303 ﹤0.01% 676
2021
Q4 		$333K Sell
1,105
-22
-2% -$6.51K ﹤0.01% 614
2021
Q3 		$298K Sell
1,127
-68
-6% -$17.8K ﹤0.01% 522
2021
Q2 		$297K Sell
1,195
-74
-6% -$18.7K ﹤0.01% 530
2021
Q1 		$295K Sell
1,269
-129
-9% -$27.9K ﹤0.01% 510
2020
Q4 		$272K Sell
1,398
-33
-2% -$5.91K ﹤0.01% 507
2020
Q3 		$221K Sell
1,431
-12,039
-89% -$1.85M ﹤0.01% 508
2020
Q2 		$2.02M Buy
13,470
+11,570
+609% +$1.48M 0.01% 287
2020
Q1 		$195K Sell
1,900
-199
-9% -$29.5K ﹤0.01% 497
2019
Q4 		$350K Buy
2,099
+1
+0% +$155 ﹤0.01% 446
2019
Q3 		$309K Sell
2,098
-1,036
-33% -$145K ﹤0.01% 421
2019
Q2 		$455K Sell
3,134
-352
-10% -$50.9K ﹤0.01% 365
2019
Q1 		$447K Sell
3,486
-6,964
-67% -$864K ﹤0.01% 357
2018
Q4 		$1.09M Sell
10,450
-37,662
-78% -$4.73M 0.01% 273
2018
Q3 		$7.1M Buy
48,112
+4,734
+11% +$677K 0.06% 198
2018
Q2 		$6.07M Buy
43,378
+5,229
+14% +$741K 0.06% 206
2018
Q1 		$5.64M Buy
38,149
+23,696
+164% +$3.87M 0.06% 207
2017
Q4 		$2.45M Buy
14,453
+9,659
+201% +$1.55M 0.03% 249
2017
Q3 		$712K Buy
4,794
+661
+16% +$92.3K 0.01% 323
2017
Q2 		$526K Buy
4,133
+524
+15% +$66.5K 0.01% 337
2017
Q1 		$468K Buy
3,609
+1
+0% +$124 0.01% 338
2016
Q4 		$400K Buy
3,608
+102
+3% +$10.8K 0.01% 343
2016
Q3 		$350K Buy
3,506
+62
+2% +$6.01K 0.01% 338
2016
Q2 		$309K Sell
3,444
-5,726
-62% -$553K 0.01% 348
2016
Q1 		$862K Buy
9,170
+51
+0.6% +$4.57K 0.02% 279
2015
Q4 		$971K Buy
9,119
+8,356
+1,095% +$934K 0.02% 280
2015
Q3 		$83K Buy
763
+583
+324% +$68.8K ﹤0.01% 356
2015
Q2 		$22K Buy
+180
New +$22.9K ﹤0.01% 456

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AssetMark Inc's AMP Position: Q2 2026 in Review

AssetMark Inc reduced its Ameriprise Financial (AMP) stake by 9.9% in Q2 2026, selling an estimated $92.6K and leaving 1,835 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

AssetMark Inc first reported a position in AMP in Q2 2015 and has held it in 45 quarters since. The position peaked at $7.1M in Q3 2018. 576 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • AssetMark Inc held 1,835 shares of Ameriprise Financial worth $842K as of Q2 2026.
  • AssetMark Inc sold 202 Ameriprise Financial shares in Q2 2026, an estimated $92.6K.
  • Ameriprise Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1120 holding.
  • AssetMark Inc first reported a position in Ameriprise Financial in Q2 2015 and has held it in 45 quarters since.
  • AssetMark Inc's Ameriprise Financial position peaked at $7.1M in Q3 2018.
  • 576 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.