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Concurrent Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Concurrent Investment Advisors’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 		$831K Sell
1,811
-372
-17% -$171K 0.01% 1112
2026
Q1 		$970K Buy
2,183
+34
+2% +$16.4K 0.01% 892
2025
Q4 		$1.05M Buy
2,149
+826
+62% +$392K 0.01% 806
2025
Q3 		$650K Buy
1,323
+28
+2% +$14.4K 0.01% 807
2025
Q2 		$691K Buy
1,295
+627
+94% +$310K 0.01% 732
2025
Q1 		$323K Buy
668
+32
+5% +$16.8K 0.01% 893
2024
Q4 		$339K Sell
636
-21
-3% -$11.2K 0.01% 783
2024
Q3 		$308K Sell
657
-4
-0.6% -$1.74K 0.01% 772
2024
Q2 		$282K Buy
661
+167
+34% +$71.3K 0.01% 759
2024
Q1 		$217K Buy
+494
New +$198K 0.01% 777

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

Concurrent Investment Advisors's AMP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Ameriprise Financial (AMP) stake by 17% in Q2 2026, selling an estimated $171K and leaving 1,811 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #1112.

Concurrent Investment Advisors first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 411 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Concurrent Investment Advisors held 1,811 shares of Ameriprise Financial worth $831K as of Q2 2026.
  • Concurrent Investment Advisors sold 372 Ameriprise Financial shares in Q2 2026, an estimated $171K.
  • Ameriprise Financial made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1112 holding.
  • Concurrent Investment Advisors first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Ameriprise Financial position peaked at $1.05M in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.