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Bravera Wealth’s Ameriprise Financial AMP Stock Holding History

Bravera Wealth’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 		$356K Hold
777
– – 0.14% 67
2026
Q1 		$345K Sell
777
-89
-10% -$42.9K 0.16% 71
2025
Q4 		$425K Buy
+866
New +$411K 0.21% 52

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Bravera Wealth's AMP Position: Q2 2026 in Review

Bravera Wealth held its Ameriprise Financial (AMP) position steady in Q2 2026 at 777 shares worth $356K. The position accounts for 0.14% of the portfolio, ranked #67.

Bravera Wealth first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $425K in Q4 2025. 374 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Bravera Wealth held 777 shares of Ameriprise Financial worth $356K as of Q2 2026.
  • Bravera Wealth left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.14% of Bravera Wealth's portfolio in Q2 2026, its #67 holding.
  • Bravera Wealth first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Ameriprise Financial position peaked at $425K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.