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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
Q3 		$221K Buy
448
+20
+5% +$10.7K 0.02% 408
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

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Harbor Investment Advisory's AMP Position: Q3 2026 in Review

Harbor Investment Advisory increased its Ameriprise Financial (AMP) stake by 4.7% in Q3 2026, buying an estimated $10.7K and bringing the position to 448 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #408.

Harbor Investment Advisory first reported a position in AMP in Q4 2019 and has held it in 28 quarters since. The position peaked at $234K in Q1 2024. 108 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Harbor Investment Advisory held 448 shares of Ameriprise Financial worth $221K as of Q3 2026.
  • Harbor Investment Advisory bought 20 Ameriprise Financial shares in Q3 2026, an estimated $10.7K.
  • Ameriprise Financial made up 0.02% of Harbor Investment Advisory's portfolio in Q3 2026, its #408 holding.
  • Harbor Investment Advisory first reported a position in Ameriprise Financial in Q4 2019 and has held it in 28 quarters since.
  • Harbor Investment Advisory's Ameriprise Financial position peaked at $234K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.