Atlantic Edge Private Wealth Management’s Ameriprise Financial AMP Stock Holding History

Atlantic Edge Private 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	$1.96M	Sell	4,277 -55	-1%	-$25.2K	0.4%	54
2026 Q1	$1.93M	Sell	4,332 -21	-0.5%	-$10.1K	0.47%	52
2025 Q4	$2.13M	Sell	4,353 -75	-2%	-$35.6K	0.53%	48
2025 Q3	$2.18M	Sell	4,428 -1,105	-20%	-$566K	0.56%	47
2025 Q2	$2.95M	Buy	5,533 +19	+0.3%	+$9.39K	0.81%	35
2025 Q1	$2.67M	Buy	5,514 +30	+0.5%	+$15.7K	0.82%	33
2024 Q4	$2.92M	Sell	5,484 -144	-3%	-$76.9K	0.9%	26
2024 Q3	$2.64M	Buy	5,628 +75	+1%	+$32.5K	0.8%	31
2024 Q2	$2.37M	Buy	5,553 +57	+1%	+$24.4K	0.79%	28
2024 Q1	$2.41M	Buy	5,496 +199	+4%	+$79.7K	0.83%	32
2023 Q4	$2.01M	Buy	+5,297	New	+$1.82M	0.82%	32

Other funds holding AMP

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Atlantic Edge Private Wealth Management's AMP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Ameriprise Financial (AMP) stake by 1.3% in Q2 2026, selling an estimated $25.2K and leaving 4,277 shares worth $1.96M. The position accounts for 0.4% of the portfolio, ranked #54.

Atlantic Edge Private Wealth Management first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.95M in Q2 2025. 470 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Atlantic Edge Private Wealth Management held 4,277 shares of Ameriprise Financial worth $1.96M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 55 Ameriprise Financial shares in Q2 2026, an estimated $25.2K.
Ameriprise Financial made up 0.4% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #54 holding.
Atlantic Edge Private Wealth Management first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Ameriprise Financial position peaked at $2.95M in Q2 2025.
470 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.