Harbor Investment Advisory’s Ameriprise Financial AMP Stock Holding History

Harbor Investment Advisory’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	$196K	Hold	428	–	–	0.01%	421
2026 Q1	$190K	Sell	428 -48	-10%	-$23.1K	0.02%	409
2025 Q4	$233K	Buy	476 +61	+15%	+$28.9K	0.02%	381
2025 Q3	$204K	Buy	415 +3	+0.7%	+$1.54K	0.02%	393
2025 Q2	$220K	Hold	412	–	–	0.02%	359
2025 Q1	$199K	Hold	412	–	–	0.02%	371
2024 Q4	$219K	Buy	412 +37	+10%	+$19.7K	0.02%	338
2024 Q3	$176K	Sell	375 -1	-0.3%	-$434	0.02%	362
2024 Q2	$161K	Sell	376 -158	-30%	-$67.5K	0.02%	369
2024 Q1	$234K	Buy	534 +199	+59%	+$79.7K	0.02%	319
2023 Q4	$127K	Buy	335 +144	+75%	+$49.4K	0.01%	386
2023 Q3	$63K	Hold	191	–	–	0.01%	500
2023 Q2	$63.4K	Hold	191	–	–	0.01%	638
2023 Q1	$58.5K	Hold	191	–	–	0.01%	666
2022 Q4	$59.5K	Hold	191	–	–	0.01%	654
2022 Q3	$48K	Hold	191	–	–	0.01%	711
2022 Q2	$45K	Hold	191	–	–	0.01%	726
2022 Q1	$57K	Hold	191	–	–	0.01%	709
2021 Q4	$58K	Hold	191	–	–	0.01%	699
2021 Q3	$50K	Hold	191	–	–	0.01%	740
2021 Q2	$48K	Hold	191	–	–	0.01%	712
2021 Q1	$44K	Hold	191	–	–	0.01%	704
2020 Q4	$37K	Hold	191	–	–	0.01%	704
2020 Q3	$29K	Hold	191	–	–	0.01%	644
2020 Q2	$29K	Buy	191 +11	+6%	+$1.41K	0.01%	546
2020 Q1	$18K	Sell	180 -60	-25%	-$8.89K	﹤0.01%	594
2019 Q4	$40K	Buy	+240	New	+$37.2K	0.01%	447

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Harbor Investment Advisory's AMP Position: Q2 2026 in Review

Harbor Investment Advisory held its Ameriprise Financial (AMP) position steady in Q2 2026 at 428 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #421.

Harbor Investment Advisory first reported a position in AMP in Q4 2019 and has held it in 27 quarters since. The position peaked at $234K in Q1 2024. 510 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Harbor Investment Advisory held 428 shares of Ameriprise Financial worth $196K as of Q2 2026.
Harbor Investment Advisory left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #421 holding.
Harbor Investment Advisory first reported a position in Ameriprise Financial in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's Ameriprise Financial position peaked at $234K in Q1 2024.
510 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.