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Congress Wealth Management’s Ameriprise Financial AMP Stock Holding History

Congress Wealth 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
2025
Q2 		$3.37M Buy
6,314
+453
+8% +$224K 0.03% 459
2025
Q1 		$2.85M Buy
5,861
+722
+14% +$379K 0.03% 425
2024
Q4 		$2.74M Buy
5,139
+447
+10% +$239K 0.04% 365
2024
Q3 		$2.2M Buy
4,692
+2,962
+171% +$1.29M 0.03% 409
2024
Q2 		$739K Buy
1,730
+113
+7% +$48.3K 0.01% 472
2024
Q1 		$709K Buy
1,617
+65
+4% +$26K 0.01% 408
2023
Q4 		$589K Buy
1,552
+23
+2% +$7.89K 0.01% 444
2023
Q3 		$504K Sell
1,529
-1
-0.1% -$341 0.01% 458
2023
Q2 		$508K Sell
1,530
-20
-1% -$6.15K 0.01% 413
2023
Q1 		$475K Buy
1,550
+21
+1% +$6.88K 0.01% 423
2022
Q4 		$476K Sell
1,529
-7
-0.5% -$2.13K 0.01% 411
2022
Q3 		$387K Hold
1,536
– – 0.01% 433
2022
Q2 		$365K Sell
1,536
-183
-11% -$49K 0.01% 442
2022
Q1 		$516K Sell
1,719
-42
-2% -$12.7K 0.01% 442
2021
Q4 		$532K Buy
+1,761
New +$521K 0.01% 456

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's AMP Position: Q2 2025 in Review

Congress Wealth Management increased its Ameriprise Financial (AMP) stake by 7.7% in Q2 2025, buying an estimated $224K and bringing the position to 6,314 shares worth $3.37M. The position accounts for 0.03% of the portfolio, ranked #459.

Congress Wealth Management first reported a position in AMP in Q4 2021 and has held it in 15 quarters since. 1,364 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Congress Wealth Management held 6,314 shares of Ameriprise Financial worth $3.37M as of Q2 2025.
  • Congress Wealth Management bought 453 Ameriprise Financial shares in Q2 2025, an estimated $224K.
  • Ameriprise Financial made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #459 holding.
  • Congress Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 15 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.