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Everhart Financial Group’s Ameriprise Financial AMP Stock Holding History

Everhart Financial Group’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 		$228K Buy
498
+17
+4% +$7.79K 0.01% 432
2026
Q1 		$214K Sell
481
-31
-6% -$14.9K 0.02% 435
2025
Q4 		$251K Sell
512
-1
-0.2% -$475 0.02% 366
2025
Q3 		$252K Buy
+513
New +$263K 0.03% 338

Other funds holding AMP

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Everhart Financial Group's AMP Position: Q2 2026 in Review

Everhart Financial Group increased its Ameriprise Financial (AMP) stake by 3.5% in Q2 2026, buying an estimated $7.79K and bringing the position to 498 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #432.

Everhart Financial Group first reported a position in AMP in Q3 2025 and has held it in 4 quarters since. The position peaked at $252K in Q3 2025. 241 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Everhart Financial Group held 498 shares of Ameriprise Financial worth $228K as of Q2 2026.
  • Everhart Financial Group bought 17 Ameriprise Financial shares in Q2 2026, an estimated $7.79K.
  • Ameriprise Financial made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #432 holding.
  • Everhart Financial Group first reported a position in Ameriprise Financial in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's Ameriprise Financial position peaked at $252K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.