Bar Harbor Wealth Management’s Ameriprise Financial AMP Stock Holding History

Bar Harbor 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 Q2	$206K	Buy	+449	New	+$206K	0.01%	259
2026 Q1	–	Sell	-449	Closed	-$220K	–	268
2025 Q4	$220K	Hold	449	–	–	0.01%	244
2025 Q3	$221K	Sell	449 -8	-2%	-$4.1K	0.01%	239
2025 Q2	$244K	Hold	457	–	–	0.02%	228
2025 Q1	$221K	Buy	457 +8	+2%	+$4.2K	0.01%	234
2024 Q4	$239K	Hold	449	–	–	0.02%	229
2024 Q3	$211K	Buy	+449	New	+$195K	0.01%	256
2018 Q1	–	Sell	-2,339	Closed	-$397K	–	306
2017 Q4	$397K	Buy	2,339 +844	+56%	+$135K	0.05%	217
2017 Q3	$222K	Sell	1,495 -311	-17%	-$43.4K	0.03%	279
2017 Q2	$230K	Sell	1,806 -637	-26%	-$80.9K	0.03%	288
2017 Q1	$317K	Buy	+2,443	New	+$302K	0.04%	250

Other funds holding AMP

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Bar Harbor Wealth Management's AMP Position: Q2 2026 in Review

Bar Harbor Wealth Management opened a new position in Ameriprise Financial (AMP) in Q2 2026: 449 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: Bar Harbor Wealth Management previously reported a position in AMP as recently as Q4 2025.

Bar Harbor Wealth Management first reported a position in AMP in Q1 2017 and has held it in 11 quarters since. The position peaked at $397K in Q4 2017. 207 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Bar Harbor Wealth Management held 449 shares of Ameriprise Financial worth $206K as of Q2 2026.
Ameriprise Financial was a new Bar Harbor Wealth Management position in Q2 2026.
Ameriprise Financial made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #259 holding.
Bar Harbor Wealth Management first reported a position in Ameriprise Financial in Q1 2017 and has held it in 11 quarters since.
Bar Harbor Wealth Management's Ameriprise Financial position peaked at $397K in Q4 2017.
207 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.