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Avion Wealth’s Amplify Energy AMPY Stock Holding History

Avion Wealth’s Portfolio AMPY Stock Details AMPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2K Buy
653
+256
+64% +$1.12K ﹤0.01% 1000
2026
Q2 		$1K Hold
397
– – ﹤0.01% 1166
2026
Q1 		$2K Hold
397
– – ﹤0.01% 838
2025
Q4 		$1K Hold
397
– – ﹤0.01% 960
2025
Q3 		$2K Hold
397
– – ﹤0.01% 825
2025
Q2 		$1K Buy
+397
New +$1.18K ﹤0.01% 897
2024
Q4 		– Sell
-85
Closed – – 984
2024
Q3 		$0 Hold
85
– – ﹤0.01% 973
2024
Q2 		$0 Hold
85
– – ﹤0.01% 886
2024
Q1 		$1K Sell
85
-81
-49% -$492 ﹤0.01% 833
2023
Q4 		$1K Buy
+166
New +$1.07K ﹤0.01% 669

Other funds holding AMPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's AMPY Position: Q3 2026 in Review

Avion Wealth increased its Amplify Energy (AMPY) stake by 64% in Q3 2026, buying an estimated $1.12K and bringing the position to 653 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Avion Wealth first reported a position in AMPY in Q4 2023 and has held it in 10 quarters since. 62 funds tracked by Wall St. Rank hold AMPY as of Q3 2026.

  • Avion Wealth held 653 shares of Amplify Energy worth $2K as of Q3 2026.
  • Avion Wealth bought 256 Amplify Energy shares in Q3 2026, an estimated $1.12K.
  • Amplify Energy made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1000 holding.
  • Avion Wealth first reported a position in Amplify Energy in Q4 2023 and has held it in 10 quarters since.
  • 62 funds tracked by Wall St. Rank held Amplify Energy as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.