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Ballentine Partners’s Ameriprise Financial AMP Stock Holding History

Ballentine Partners’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 		$651K Sell
1,420
-20
-1% -$9.17K 0.01% 480
2026
Q1 		$640K Sell
1,440
-101
-7% -$48.7K 0.01% 455
2025
Q4 		$756K Sell
1,541
-115
-7% -$54.6K 0.01% 387
2025
Q3 		$814K Sell
1,656
-146
-8% -$74.8K 0.01% 373
2025
Q2 		$962K Sell
1,802
-96
-5% -$47.4K 0.01% 330
2025
Q1 		$919K Sell
1,898
-363
-16% -$190K 0.02% 310
2024
Q4 		$1.2M Buy
2,261
+55
+2% +$29.4K 0.02% 249
2024
Q3 		$1.04M Buy
2,206
+193
+10% +$83.7K 0.02% 271
2024
Q2 		$860K Buy
2,013
+362
+22% +$155K 0.02% 295
2024
Q1 		$724K Buy
1,651
+42
+3% +$16.8K 0.01% 309
2023
Q4 		$611K Buy
1,609
+96
+6% +$32.9K 0.01% 328
2023
Q3 		$499K Buy
1,513
+8
+0.5% +$2.73K 0.01% 322
2023
Q2 		$500K Buy
1,505
+2
+0.1% +$615 0.01% 319
2023
Q1 		$461K Buy
1,503
+61
+4% +$20K 0.01% 313
2022
Q4 		$449K Sell
1,442
-9
-0.6% -$2.75K 0.01% 298
2022
Q3 		$366K Buy
1,451
+200
+16% +$52.6K 0.01% 299
2022
Q2 		$298K Sell
1,251
-27
-2% -$7.23K 0.01% 326
2022
Q1 		$384K Buy
1,278
+52
+4% +$15.7K 0.01% 302
2021
Q4 		$370K Buy
1,226
+65
+6% +$19.2K 0.01% 328
2021
Q3 		$307K Buy
1,161
+14
+1% +$3.66K 0.01% 314
2021
Q2 		$286K Buy
1,147
+2
+0.2% +$504 0.01% 326
2021
Q1 		$266K Sell
1,145
-77
-6% -$16.6K 0.01% 317
2020
Q4 		$237K Sell
1,222
-680
-36% -$122K 0.01% 329
2020
Q3 		$292K Buy
+1,902
New +$293K 0.01% 302

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

Ballentine Partners's AMP Position: Q2 2026 in Review

Ballentine Partners reduced its Ameriprise Financial (AMP) stake by 1.4% in Q2 2026, selling an estimated $9.17K and leaving 1,420 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #480.

Ballentine Partners first reported a position in AMP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.2M in Q4 2024. 241 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Ballentine Partners held 1,420 shares of Ameriprise Financial worth $651K as of Q2 2026.
  • Ballentine Partners sold 20 Ameriprise Financial shares in Q2 2026, an estimated $9.17K.
  • Ameriprise Financial made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #480 holding.
  • Ballentine Partners first reported a position in Ameriprise Financial in Q3 2020 and has held it in 24 quarters since.
  • Ballentine Partners's Ameriprise Financial position peaked at $1.2M in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.