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Confluence Investment Management’s Ameriprise Financial AMP Stock Holding History

Confluence Investment 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 		$220K Hold
480
– – ﹤0.01% 277
2026
Q1 		$213K Hold
480
– – ﹤0.01% 269
2025
Q4 		$235K Hold
480
– – ﹤0.01% 279
2025
Q3 		$236K Hold
480
– – ﹤0.01% 270
2025
Q2 		$256K Hold
480
– – ﹤0.01% 265
2025
Q1 		$232K Hold
480
– – ﹤0.01% 273
2024
Q4 		$256K Hold
480
– – ﹤0.01% 277
2024
Q3 		$226K Hold
480
– – ﹤0.01% 284
2024
Q2 		$205K Hold
480
– – ﹤0.01% 288
2024
Q1 		$210K Buy
+480
New +$192K ﹤0.01% 285

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Swedbank
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return