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Aventura Private Wealth’s Ameriprise Financial AMP Stock Holding History

Aventura Private Wealth’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 		$459 Hold
1
– – ﹤0.01% 935
2026
Q1 		$444 Hold
1
– – ﹤0.01% 857
2025
Q4 		$490 Buy
+1
New +$475 ﹤0.01% 797

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aventura Private Wealth's AMP Position: Q2 2026 in Review

Aventura Private Wealth held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1 share worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Aventura Private Wealth first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $490 in Q4 2025. 815 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Aventura Private Wealth held 1 share of Ameriprise Financial worth $459 as of Q2 2026.
  • Aventura Private Wealth left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #935 holding.
  • Aventura Private Wealth first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Aventura Private Wealth's Ameriprise Financial position peaked at $490 in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.