Diversify Advisory Services
AMP icon

Diversify Advisory Services’s Ameriprise Financial AMP Stock Holding History

Diversify Advisory Services’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 		$1.2M Buy
2,397
+115
+5% +$61.8K 0.02% 604
2026
Q2 		$1.23M Buy
+2,282
New +$1.05M 0.02% 560
2026
Q1 		– Sell
-1,640
Closed -$835K – 234
2025
Q4 		$835K Buy
1,640
+222
+16% +$105K 0.03% 442
2025
Q3 		$641K Buy
1,418
+606
+75% +$311K 0.02% 485
2025
Q2 		$420K Buy
+812
New +$401K 0.02% 588
2024
Q4 		– Sell
-506
Closed -$263K – 617
2024
Q3 		$263K Hold
506
– – 0.01% 533
2024
Q2 		$219K Sell
506
-30
-6% -$12.8K 0.01% 584
2024
Q1 		$233K Buy
+536
New +$215K 0.01% 582

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services's AMP Position: Q3 2026 in Review

Diversify Advisory Services increased its Ameriprise Financial (AMP) stake by 5% in Q3 2026, buying an estimated $61.8K and bringing the position to 2,397 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #604.

Diversify Advisory Services first reported a position in AMP in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2026. 284 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Diversify Advisory Services held 2,397 shares of Ameriprise Financial worth $1.2M as of Q3 2026.
  • Diversify Advisory Services bought 115 Ameriprise Financial shares in Q3 2026, an estimated $61.8K.
  • Ameriprise Financial made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #604 holding.
  • Diversify Advisory Services first reported a position in Ameriprise Financial in Q1 2024 and has held it in 8 quarters since.
  • Diversify Advisory Services's Ameriprise Financial position peaked at $1.23M in Q2 2026.
  • 284 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.