Enzi Wealth’s Ameriprise Financial AMP Stock Holding History

Enzi Wealth’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	$499K	Buy	1,011 +1	+0.1%	+$537	0.15%	48
2026 Q2	$524K	Hold	1,010	–	–	0.17%	43
2026 Q1	$449K	Sell	1,010 -4	-0.4%	-$1.93K	0.16%	44
2025 Q4	$515K	Sell	1,014 -3	-0.3%	-$1.42K	0.18%	43
2025 Q3	$476K	Hold	1,017	–	–	0.17%	40
2025 Q2	$545K	Hold	1,017	–	–	0.2%	38
2025 Q1	$482K	Sell	1,017 -96	-9%	-$50.3K	0.2%	37
2024 Q4	$625K	Buy	1,113 +1	+0.1%	+$534	0.24%	32
2024 Q3	$561K	Buy	1,112 +2	+0.2%	+$868	0.22%	33
2024 Q2	$480K	Hold	1,110	–	–	0.21%	34
2024 Q1	$456K	Hold	1,110	–	–	0.21%	33
2023 Q4	$433K	Hold	1,110	–	–	0.21%	35
2023 Q3	$361K	Hold	1,110	–	–	0.19%	38
2023 Q2	$380K	Hold	1,110	–	–	0.19%	40
2023 Q1	$346K	Hold	1,110	–	–	0.18%	49
2022 Q4	$379K	Hold	1,110	–	–	0.18%	50
2022 Q3	$368K	Buy	+1,110	New	+$292K	0.18%	51

Other funds holding AMP

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Enzi Wealth's AMP Position: Q3 2026 in Review

Enzi Wealth increased its Ameriprise Financial (AMP) stake by 0.1% in Q3 2026, buying an estimated $537 and bringing the position to 1,011 shares worth $499K. The position accounts for 0.15% of the portfolio, ranked #48.

Enzi Wealth first reported a position in AMP in Q3 2022 and has held it in 17 quarters since. The position peaked at $625K in Q4 2024. 506 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Enzi Wealth held 1,011 shares of Ameriprise Financial worth $499K as of Q3 2026.
Enzi Wealth bought 1 Ameriprise Financial share in Q3 2026, an estimated $537.
Ameriprise Financial made up 0.15% of Enzi Wealth's portfolio in Q3 2026, its #48 holding.
Enzi Wealth first reported a position in Ameriprise Financial in Q3 2022 and has held it in 17 quarters since.
Enzi Wealth's Ameriprise Financial position peaked at $625K in Q4 2024.
506 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.