Empirical Wealth Management’s Ameriprise Financial AMP Stock Holding History

Empirical 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	$939K	Buy	2,047 +62	+3%	+$28.4K	0.01%	428
2026 Q1	$882K	Buy	1,985 +91	+5%	+$43.9K	0.02%	384
2025 Q4	$929K	Buy	1,894 +736	+64%	+$349K	0.02%	347
2025 Q3	$569K	Buy	1,158 +87	+8%	+$44.6K	0.01%	441
2025 Q2	$572K	Buy	1,071 +331	+45%	+$164K	0.01%	399
2025 Q1	$358K	Sell	740 -295	-29%	-$155K	0.01%	471
2024 Q4	$551K	Buy	1,035 +204	+25%	+$109K	0.01%	368
2024 Q3	$390K	Buy	831 +3	+0.4%	+$1.3K	0.01%	419
2024 Q2	$354K	Buy	+828	New	+$354K	0.01%	423

Other funds holding AMP

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Empirical Wealth Management increased its Ameriprise Financial (AMP) stake by 3.1% in Q2 2026, buying an estimated $28.4K and bringing the position to 2,047 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #428.

Empirical Wealth Management first reported a position in AMP in Q2 2024 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Empirical Wealth Management held 2,047 shares of Ameriprise Financial worth $939K as of Q2 2026.
Empirical Wealth Management bought 62 Ameriprise Financial shares in Q2 2026, an estimated $28.4K.
Ameriprise Financial made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #428 holding.
Empirical Wealth Management first reported a position in Ameriprise Financial in Q2 2024 and has held it in 9 quarters since.
511 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.