BRWA
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B. Riley Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

B. Riley Wealth Advisors’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 		$277K Sell
620
-257
-29% -$118K 0.01% 655
2026
Q1 		$385K Sell
877
-601
-41% -$290K 0.02% 511
2025
Q4 		$725K Sell
1,478
-77
-5% -$36.5K 0.03% 413
2025
Q3 		$764K Sell
1,555
-101
-6% -$51.8K 0.04% 405
2025
Q2 		$884K Buy
+1,656
New +$818K 0.04% 380
2024
Q4 		$1.07M Sell
2,014
-493
-20% -$263K 0.04% 432
2024
Q3 		$1.18M Sell
2,507
-612
-20% -$266K 0.03% 450
2024
Q2 		$1.33M Sell
3,119
-1,119
-26% -$478K 0.03% 448
2024
Q1 		$1.4M Buy
4,238
+1,062
+33% +$425K 0.04% 436
2023
Q4 		$1.21M Sell
3,176
-1,062
-25% -$364K 0.03% 470
2023
Q3 		$1.4M Buy
4,238
+598
+16% +$204K 0.04% 436
2023
Q2 		$1.21M Buy
3,640
+37
+1% +$11.4K 0.03% 503
2023
Q1 		$1.1M Sell
3,603
-40
-1% -$13.1K 0.03% 518
2022
Q4 		$1.13M Buy
3,643
+646
+22% +$197K 0.03% 495
2022
Q3 		$756K Buy
2,997
+703
+31% +$185K 0.02% 600
2022
Q2 		$546K Buy
2,294
+18
+0.8% +$4.82K 0.02% 625
2022
Q1 		$685K Buy
2,276
+42
+2% +$12.7K 0.02% 598
2021
Q4 		$675K Buy
2,234
+100
+5% +$29.6K 0.02% 674
2021
Q3 		$563K Buy
2,134
+237
+12% +$62K 0.02% 721
2021
Q2 		$473K Sell
1,897
-1,326
-41% -$334K 0.02% 794
2021
Q1 		$749K Buy
3,223
+1,878
+140% +$406K 0.03% 570
2020
Q4 		$261K Sell
1,345
-775
-37% -$139K 0.01% 830
2020
Q3 		$324K Buy
+2,120
New +$326K 0.02% 696
2020
Q2 		– Sell
-4,636
Closed -$476K – 866
2020
Q1 		$476K Buy
4,636
+1,788
+63% +$265K 0.04% 400
2019
Q4 		$475K Buy
2,848
+18
+0.6% +$2.79K 0.04% 450
2019
Q3 		$417K Buy
2,830
+1,217
+75% +$171K 0.04% 461
2019
Q2 		$234K Buy
+1,613
New +$233K 0.03% 658
2018
Q1 		– Sell
-2,122
Closed -$361K – 671
2017
Q4 		$361K Sell
2,122
-486
-19% -$77.9K 0.05% 387
2017
Q3 		$389K Sell
2,608
-557
-18% -$77.8K 0.06% 316
2017
Q2 		$406K Buy
3,165
+32
+1% +$4.06K 0.07% 294
2017
Q1 		$408K Buy
3,133
+46
+1% +$5.69K 0.08% 273
2016
Q4 		$345K Sell
3,087
-1,091
-26% -$115K 0.07% 314
2016
Q3 		$419K Sell
4,178
-262
-6% -$25.4K 0.08% 307
2016
Q2 		$400K Buy
4,440
+1,126
+34% +$109K 0.08% 312
2016
Q1 		$312K Sell
3,314
-62
-2% -$5.56K 0.07% 340
2015
Q4 		$360K Sell
3,376
-20
-0.6% -$2.23K 0.07% 310
2015
Q3 		$372K Sell
3,396
-187
-5% -$22.1K 0.09% 292
2015
Q2 		$448K Buy
+3,583
New +$457K 0.11% 231
2015
Q1 		– Sell
-1,061
Closed -$140 – 636
2014
Q4 		$140 Buy
+1,061
New +$134K ﹤0.01% 1544
2014
Q3 		– Sell
-1,346
Closed -$161K – 713
2014
Q2 		$161K Buy
+1,346
New +$151K 0.04% 524

Other funds holding AMP

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

B. Riley Wealth Advisors's AMP Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 29% in Q2 2026, selling an estimated $118K and leaving 620 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #655.

B. Riley Wealth Advisors first reported a position in AMP in Q2 2014 and has held it in 40 quarters since. The position peaked at $1.4M in Q1 2024. 241 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • B. Riley Wealth Advisors held 620 shares of Ameriprise Financial worth $277K as of Q2 2026.
  • B. Riley Wealth Advisors sold 257 Ameriprise Financial shares in Q2 2026, an estimated $118K.
  • Ameriprise Financial made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #655 holding.
  • B. Riley Wealth Advisors first reported a position in Ameriprise Financial in Q2 2014 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's Ameriprise Financial position peaked at $1.4M in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.