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Essential Partners’s Ameriprise Financial AMP Stock Holding History

Essential Partners’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 		$168K Sell
342
-3
-0.9% -$1.61K 0.08% 283
2026
Q2 		$158K Buy
345
+51
+17% +$23.4K 0.07% 295
2026
Q1 		$131K Sell
294
-581
-66% -$280K 0.04% 361
2025
Q4 		$429K Buy
875
+436
+99% +$207K 0.13% 207
2025
Q3 		$216K Buy
439
+48
+12% +$24.6K 0.07% 308
2025
Q2 		$209K Buy
+391
New +$193K 0.08% 271

Other funds holding AMP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AP
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
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Essential Partners's AMP Position: Q3 2026 in Review

Essential Partners reduced its Ameriprise Financial (AMP) stake by 0.87% in Q3 2026, selling an estimated $1.61K and leaving 342 shares worth $168K. The position accounts for 0.08% of the portfolio, ranked #283.

Essential Partners first reported a position in AMP in Q2 2025 and has held it in 6 quarters since. The position peaked at $429K in Q4 2025. 163 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Essential Partners held 342 shares of Ameriprise Financial worth $168K as of Q3 2026.
  • Essential Partners sold 3 Ameriprise Financial shares in Q3 2026, an estimated $1.61K.
  • Ameriprise Financial made up 0.08% of Essential Partners's portfolio in Q3 2026, its #283 holding.
  • Essential Partners first reported a position in Ameriprise Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Ameriprise Financial position peaked at $429K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.