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 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

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

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Enzi Wealth's AMP Position: Q2 2026 in Review

Enzi Wealth held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,010 shares worth $524K. The position accounts for 0.17% of the portfolio, ranked #43.

Enzi Wealth first reported a position in AMP in Q3 2022 and has held it in 16 quarters since. The position peaked at $625K in Q4 2024. 273 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Enzi Wealth held 1,010 shares of Ameriprise Financial worth $524K as of Q2 2026.
Enzi Wealth left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.17% of Enzi Wealth's portfolio in Q2 2026, its #43 holding.
Enzi Wealth first reported a position in Ameriprise Financial in Q3 2022 and has held it in 16 quarters since.
Enzi Wealth's Ameriprise Financial position peaked at $625K in Q4 2024.
273 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

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