Cove Private Wealth’s Ameriprise Financial AMP Stock Holding History

Cove Private 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	$2.27M	Hold	4,955	–	–	0.44%	42
2026 Q1	$2.2M	Hold	4,955	–	–	0.5%	40
2025 Q4	$2.43M	Hold	4,955	–	–	0.72%	34
2025 Q3	$2.43M	Hold	4,955	–	–	0.77%	28
2025 Q2	$2.64M	Buy	4,955 +55	+1%	+$27.2K	0.93%	24
2025 Q1	$2.37M	Hold	4,900	–	–	1.25%	18
2024 Q4	$2.61M	Sell	4,900 -223	-4%	-$119K	1.57%	13
2024 Q3	$2.41M	Hold	5,123	–	–	1.87%	12
2024 Q2	$2.19M	Hold	5,123	–	–	1.75%	14
2024 Q1	$2.25M	Sell	5,123 -523	-9%	-$209K	1.92%	13
2023 Q4	$2.14M	Buy	+5,646	New	+$1.94M	2.03%	12

Other funds holding AMP

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cove Private Wealth's AMP Position: Q2 2026 in Review

Cove Private Wealth held its Ameriprise Financial (AMP) position steady in Q2 2026 at 4,955 shares worth $2.27M. The position accounts for 0.44% of the portfolio, ranked #42.

Cove Private Wealth first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q2 2025. 540 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Cove Private Wealth held 4,955 shares of Ameriprise Financial worth $2.27M as of Q2 2026.
Cove Private Wealth left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.44% of Cove Private Wealth's portfolio in Q2 2026, its #42 holding.
Cove Private Wealth first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
Cove Private Wealth's Ameriprise Financial position peaked at $2.64M in Q2 2025.
540 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.