Burkett Financial Services’s Ameriprise Financial AMP Stock Holding History

Burkett Financial Services’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	$31K	Buy	+63	New	+$33.9K	0.01%	202

Other funds holding AMP

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Burkett Financial Services's AMP Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Ameriprise Financial (AMP) in Q3 2026: 63 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings.

15 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Burkett Financial Services held 63 shares of Ameriprise Financial worth $31K as of Q3 2026.
Ameriprise Financial was a new Burkett Financial Services position in Q3 2026.
Ameriprise Financial made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #202 holding.
15 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.