EA
AMP icon

Everpar Advisors’s Ameriprise Financial AMP Stock Holding History

Everpar Advisors’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 		$391K Sell
852
-6
-0.7% -$2.75K 0.11% 172
2026
Q1 		$381K Sell
858
-21
-2% -$10.1K 0.13% 169
2025
Q4 		$431K Sell
879
-176
-17% -$83.5K 0.16% 144
2025
Q3 		$518K Sell
1,055
-73
-6% -$37.4K 0.2% 117
2025
Q2 		$602K Sell
1,128
-73
-6% -$36.1K 0.27% 87
2025
Q1 		$581K Sell
1,201
-85
-7% -$44.6K 0.31% 75
2024
Q4 		$685K Buy
1,286
+23
+2% +$12.3K 0.35% 63
2024
Q3 		$593K Sell
1,263
-381
-23% -$165K 0.31% 83
2024
Q2 		$702K Buy
1,644
+20
+1% +$8.54K 0.35% 70
2024
Q1 		$712K Sell
1,624
-1,331
-45% -$533K 0.43% 61
2023
Q4 		$1.12M Buy
+2,955
New +$1.01M 0.52% 42

Other funds holding AMP

Robeco Institutional Asset Management
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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Everpar Advisors's AMP Position: Q2 2026 in Review

Everpar Advisors reduced its Ameriprise Financial (AMP) stake by 0.7% in Q2 2026, selling an estimated $2.75K and leaving 852 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #172.

Everpar Advisors first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2023. 374 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Everpar Advisors held 852 shares of Ameriprise Financial worth $391K as of Q2 2026.
  • Everpar Advisors sold 6 Ameriprise Financial shares in Q2 2026, an estimated $2.75K.
  • Ameriprise Financial made up 0.11% of Everpar Advisors's portfolio in Q2 2026, its #172 holding.
  • Everpar Advisors first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Ameriprise Financial position peaked at $1.12M in Q4 2023.
  • 374 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.