Heritage Investment Group’s Ameriprise Financial AMP Stock Holding History

Heritage Investment 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	$257K	Buy	561 +1	+0.2%	+$458	0.03%	117
2026 Q1	$249K	Sell	560 -1	-0.2%	-$482	0.04%	109
2025 Q4	$275K	Buy	561 +64	+13%	+$30.4K	0.04%	102
2025 Q3	$244K	Hold	497	–	–	0.04%	102
2025 Q2	$265K	Sell	497 -7	-1%	-$3.46K	0.05%	98
2025 Q1	$244K	Sell	504 -39	-7%	-$20.5K	0.05%	97
2024 Q4	$289K	Hold	543	–	–	0.05%	88
2024 Q3	$255K	Hold	543	–	–	0.05%	88
2024 Q2	$232K	Hold	543	–	–	0.05%	88
2024 Q1	$238K	Sell	543 -102	-16%	-$40.8K	0.05%	92
2023 Q4	$245K	Buy	+645	New	+$221K	0.05%	86

Other funds holding AMP

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Heritage Investment Group's AMP Position: Q2 2026 in Review

Heritage Investment Group increased its Ameriprise Financial (AMP) stake by 0.18% in Q2 2026, buying an estimated $458 and bringing the position to 561 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #117.

Heritage Investment Group first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $289K in Q4 2024. 715 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Heritage Investment Group held 561 shares of Ameriprise Financial worth $257K as of Q2 2026.
Heritage Investment Group bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
Ameriprise Financial made up 0.03% of Heritage Investment Group's portfolio in Q2 2026, its #117 holding.
Heritage Investment Group first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
Heritage Investment Group's Ameriprise Financial position peaked at $289K in Q4 2024.
715 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.