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Dakota Wealth Management’s Ameriprise Financial AMP Stock Holding History

Dakota 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
2026
Q2 		$324K Sell
707
-3
-0.4% -$1.38K 0.01% 651
2026
Q1 		$316K Sell
710
-7
-1% -$3.37K 0.01% 641
2025
Q4 		$352K Buy
717
+80
+13% +$38K 0.01% 620
2025
Q3 		$313K Sell
637
-97
-13% -$49.7K 0.01% 552
2025
Q2 		$392K Sell
734
-54
-7% -$26.7K 0.01% 556
2025
Q1 		$381K Sell
788
-10
-1% -$5.25K 0.01% 568
2024
Q4 		$425K Buy
798
+21
+3% +$11.2K 0.01% 542
2024
Q3 		$365K Buy
777
+1
+0.1% +$434 0.01% 555
2024
Q2 		$332K Sell
776
-7
-0.9% -$2.99K 0.01% 564
2024
Q1 		$343K Sell
783
-17
-2% -$6.81K 0.01% 562
2023
Q4 		$304K Buy
800
+24
+3% +$8.23K 0.01% 516
2023
Q3 		$256K Sell
776
-66
-8% -$22.5K 0.01% 528
2023
Q2 		$280K Hold
842
– – 0.01% 498
2023
Q1 		$258K Buy
+842
New +$276K 0.02% 504

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dakota Wealth Management's AMP Position: Q2 2026 in Review

Dakota Wealth Management reduced its Ameriprise Financial (AMP) stake by 0.42% in Q2 2026, selling an estimated $1.38K and leaving 707 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #651.

Dakota Wealth Management first reported a position in AMP in Q1 2023 and has held it in 14 quarters since. The position peaked at $425K in Q4 2024. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Dakota Wealth Management held 707 shares of Ameriprise Financial worth $324K as of Q2 2026.
  • Dakota Wealth Management sold 3 Ameriprise Financial shares in Q2 2026, an estimated $1.38K.
  • Ameriprise Financial made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Dakota Wealth Management first reported a position in Ameriprise Financial in Q1 2023 and has held it in 14 quarters since.
  • Dakota Wealth Management's Ameriprise Financial position peaked at $425K in Q4 2024.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.