Crown Wealth Group
AMP icon

Crown Wealth Group’s Ameriprise Financial AMP Stock Holding History

Crown Wealth Group’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 		$225K Buy
+456
New +$245K 0.06% 137

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Geode Capital Management
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Fidelity Investments
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Nuveen
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Boston Partners
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
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Crown Wealth Group's AMP Position: Q3 2026 in Review

Crown Wealth Group opened a new position in Ameriprise Financial (AMP) in Q3 2026: 456 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings.

1,195 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Crown Wealth Group held 456 shares of Ameriprise Financial worth $225K as of Q3 2026.
  • Ameriprise Financial was a new Crown Wealth Group position in Q3 2026.
  • Ameriprise Financial made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #137 holding.
  • 1,195 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.