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BFSG LLC’s Ameriprise Financial AMP Stock Holding History

BFSG LLC’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 		$2.88M Buy
6,283
+69
+1% +$31.6K 0.26% 114
2026
Q1 		$2.76M Buy
6,214
+226
+4% +$109K 0.26% 112
2025
Q4 		$2.94M Buy
5,988
+142
+2% +$67.4K 0.29% 108
2025
Q3 		$2.87M Buy
5,846
+720
+14% +$369K 0.28% 113
2025
Q2 		$2.74M Buy
5,126
+305
+6% +$151K 0.31% 104
2025
Q1 		$2.33M Buy
4,821
+283
+6% +$148K 0.28% 109
2024
Q4 		$2.42M Buy
4,538
+61
+1% +$32.6K 0.28% 111
2024
Q3 		$2.1M Buy
4,477
+520
+13% +$226K 0.24% 119
2024
Q2 		$1.69M Buy
3,957
+2,087
+112% +$892K 0.21% 121
2024
Q1 		$820K Buy
1,870
+379
+25% +$152K 0.11% 155
2023
Q4 		$566K Buy
+1,491
New +$511K 0.08% 166

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

BFSG LLC's AMP Position: Q2 2026 in Review

BFSG LLC increased its Ameriprise Financial (AMP) stake by 1.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 6,283 shares worth $2.88M. The position accounts for 0.26% of the portfolio, ranked #114.

BFSG LLC first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.94M in Q4 2025. 230 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • BFSG LLC held 6,283 shares of Ameriprise Financial worth $2.88M as of Q2 2026.
  • BFSG LLC bought 69 Ameriprise Financial shares in Q2 2026, an estimated $31.6K.
  • Ameriprise Financial made up 0.26% of BFSG LLC's portfolio in Q2 2026, its #114 holding.
  • BFSG LLC first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Ameriprise Financial position peaked at $2.94M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.