DWP
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Daymark Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Daymark 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 		$1.45M Buy
3,150
+119
+4% +$54.5K 0.04% 291
2026
Q1 		$1.35M Buy
3,031
+793
+35% +$382K 0.04% 256
2025
Q4 		$1.1M Buy
2,238
+92
+4% +$43.7K 0.04% 273
2025
Q3 		$1.05M Buy
2,146
+1,190
+124% +$610K 0.04% 274
2025
Q2 		$510K Buy
956
+35
+4% +$17.3K 0.02% 349
2025
Q1 		$446K Sell
921
-9
-1% -$4.72K 0.02% 346
2024
Q4 		$495K Buy
930
+10
+1% +$5.34K 0.02% 321
2024
Q3 		$432K Hold
920
– – 0.02% 359
2024
Q2 		$393K Buy
920
+97
+12% +$41.4K 0.02% 358
2024
Q1 		$361K Sell
823
-5
-0.6% -$2K 0.02% 311
2023
Q4 		$314K Buy
828
+5
+0.6% +$1.72K 0.02% 314
2023
Q3 		$271K Sell
823
-45
-5% -$15.4K 0.02% 321
2023
Q2 		$288K Buy
+868
New +$267K 0.02% 301

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

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

Daymark Wealth Partners increased its Ameriprise Financial (AMP) stake by 3.9% in Q2 2026, buying an estimated $54.5K and bringing the position to 3,150 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #291.

Daymark Wealth Partners first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Daymark Wealth Partners held 3,150 shares of Ameriprise Financial worth $1.45M as of Q2 2026.
  • Daymark Wealth Partners bought 119 Ameriprise Financial shares in Q2 2026, an estimated $54.5K.
  • Ameriprise Financial made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #291 holding.
  • Daymark Wealth Partners first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

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