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Cyndeo Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Cyndeo Wealth Partners’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 		$742K Sell
1,618
-17
-1% -$7.79K 0.04% 295
2026
Q1 		$726K Sell
1,635
-39
-2% -$18.8K 0.04% 273
2025
Q4 		$821K Sell
1,674
-6,143
-79% -$2.92M 0.04% 260
2025
Q3 		$3.84M Sell
7,817
-145
-2% -$74.3K 0.21% 113
2025
Q2 		$4.25M Buy
7,962
+191
+2% +$94.4K 0.25% 105
2025
Q1 		$3.76M Sell
7,771
-120
-2% -$62.9K 0.25% 109
2024
Q4 		$4.2M Buy
7,891
+115
+1% +$61.4K 0.28% 98
2024
Q3 		$3.65M Sell
7,776
-1,210
-13% -$525K 0.26% 113
2024
Q2 		$3.84M Buy
8,986
+57
+0.6% +$24.4K 0.3% 95
2024
Q1 		$3.91M Buy
8,929
+726
+9% +$291K 0.33% 93
2023
Q4 		$3.12M Sell
8,203
-4,447
-35% -$1.52M 0.29% 101
2023
Q3 		$4.17M Buy
12,650
+957
+8% +$327K 0.43% 73
2023
Q2 		$3.88M Sell
11,693
-884
-7% -$272K 0.41% 80
2023
Q1 		$3.85M Sell
12,577
-3,041
-19% -$996K 0.42% 78
2022
Q4 		$4.86M Buy
+15,618
New +$4.76M 0.57% 60

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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cyndeo Wealth Partners's AMP Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Ameriprise Financial (AMP) stake by 1% in Q2 2026, selling an estimated $7.79K and leaving 1,618 shares worth $742K. The position accounts for 0.04% of the portfolio, ranked #295.

Cyndeo Wealth Partners first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.86M in Q4 2022. 273 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Cyndeo Wealth Partners held 1,618 shares of Ameriprise Financial worth $742K as of Q2 2026.
  • Cyndeo Wealth Partners sold 17 Ameriprise Financial shares in Q2 2026, an estimated $7.79K.
  • Ameriprise Financial made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #295 holding.
  • Cyndeo Wealth Partners first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Ameriprise Financial position peaked at $4.86M in Q4 2022.
  • 273 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.