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Dogwood Wealth Management’s Ameriprise Financial AMP Stock Holding History

Dogwood 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 		$1.38K Buy
3
+1
+50% +$458 ﹤0.01% 729
2026
Q1 		$889 Sell
2
-7
-78% -$3.37K ﹤0.01% 766
2025
Q4 		$4.41K Buy
+9
New +$4.27K ﹤0.01% 444
2025
Q3 		– Sell
-8
Closed -$4.29K – 755
2025
Q2 		$4.29K Buy
8
+1
+14% +$494 ﹤0.01% 485
2025
Q1 		$3.39K Buy
+7
New +$3.67K ﹤0.01% 278
2024
Q3 		– Hold
0
– – – 294
2024
Q2 		– Hold
0
– – – 347
2024
Q1 		– Hold
0
– – – 336
2023
Q4 		– Hold
0
– – – 324

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management increased its Ameriprise Financial (AMP) stake by 50% in Q2 2026, buying an estimated $458 and bringing the position to 3 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Dogwood Wealth Management first reported a position in AMP in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.41K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Dogwood Wealth Management held 3 shares of Ameriprise Financial worth $1.38K as of Q2 2026.
  • Dogwood Wealth Management bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
  • Ameriprise Financial made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #729 holding.
  • Dogwood Wealth Management first reported a position in Ameriprise Financial in Q1 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Ameriprise Financial position peaked at $4.41K in Q4 2025.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.