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Baker Tilly Wealth Management’s Ameriprise Financial AMP Stock Holding History

Baker Tilly 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
Q3 		$608K Buy
1,234
+32
+3% +$17.2K 0.12% 147
2026
Q2 		$551K Sell
1,202
-13
-1% -$5.96K 0.12% 154
2026
Q1 		$540K Sell
1,215
-16
-1% -$7.71K 0.13% 148
2025
Q4 		$604K Buy
1,231
+195
+19% +$92.5K 0.15% 140
2025
Q3 		$509K Buy
1,036
+533
+106% +$273K 0.11% 146
2025
Q2 		$269K Buy
503
+2
+0.4% +$988 0.1% 198
2025
Q1 		$243K Buy
501
+4
+0.8% +$2.1K 0.1% 210
2024
Q4 		$265K Sell
497
-16
-3% -$8.54K 0.1% 199
2024
Q3 		$241K Sell
513
-316
-38% -$137K 0.11% 209
2024
Q2 		$354K Sell
829
-613
-43% -$262K 0.14% 169
2024
Q1 		$632K Sell
1,442
-28
-2% -$11.2K 0.11% 197
2023
Q4 		$558K Sell
1,470
-177
-11% -$60.7K 0.09% 256
2023
Q3 		$543K Sell
1,647
-2,587
-61% -$883K 0.09% 236
2023
Q2 		$1.41M Sell
4,234
-236
-5% -$72.5K 0.15% 153
2023
Q1 		$1.37M Buy
4,470
+1,920
+75% +$629K 0.15% 143
2022
Q4 		$794K Sell
2,550
-24
-0.9% -$7.32K 0.1% 229
2022
Q3 		$649K Sell
2,574
-84
-3% -$22.1K 0.09% 240
2022
Q2 		$632K Buy
2,658
+17
+0.6% +$4.55K 0.08% 250
2022
Q1 		$793K Sell
2,641
-182
-6% -$55.1K 0.09% 231
2021
Q4 		$852K Buy
2,823
+92
+3% +$27.2K 0.09% 237
2021
Q3 		$721K Buy
2,731
+201
+8% +$52.6K 0.1% 234
2021
Q2 		$630K Buy
2,530
+161
+7% +$40.6K 0.1% 224
2021
Q1 		$551K Buy
+2,369
New +$512K 0.11% 220

Other funds holding AMP

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Baker Tilly Wealth Management's AMP Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Ameriprise Financial (AMP) stake by 2.7% in Q3 2026, buying an estimated $17.2K and bringing the position to 1,234 shares worth $608K. The position accounts for 0.12% of the portfolio, ranked #147.

Baker Tilly Wealth Management first reported a position in AMP in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.41M in Q2 2023. 17 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Baker Tilly Wealth Management held 1,234 shares of Ameriprise Financial worth $608K as of Q3 2026.
  • Baker Tilly Wealth Management bought 32 Ameriprise Financial shares in Q3 2026, an estimated $17.2K.
  • Ameriprise Financial made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #147 holding.
  • Baker Tilly Wealth Management first reported a position in Ameriprise Financial in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Ameriprise Financial position peaked at $1.41M in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.