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Independent Financial Group’s Ameriprise Financial AMP Stock Holding History

Independent 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
Q3 		$202K Sell
411
-71
-15% -$38.2K ﹤0.01% 1506
2026
Q2 		$221K Sell
482
-22
-4% -$10.1K ﹤0.01% 1427
2026
Q1 		$224K Sell
504
-44
-8% -$21.2K 0.01% 1329
2025
Q4 		$268K Sell
548
-194
-26% -$92.1K 0.01% 1204
2025
Q3 		$365K Buy
+742
New +$380K 0.01% 992

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

Independent Financial Group's AMP Position: Q3 2026 in Review

Independent Financial Group reduced its Ameriprise Financial (AMP) stake by 15% in Q3 2026, selling an estimated $38.2K and leaving 411 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Independent Financial Group first reported a position in AMP in Q3 2025 and has held it in 5 quarters since. The position peaked at $365K in Q3 2025. 108 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Independent Financial Group held 411 shares of Ameriprise Financial worth $202K as of Q3 2026.
  • Independent Financial Group sold 71 Ameriprise Financial shares in Q3 2026, an estimated $38.2K.
  • Ameriprise Financial made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1506 holding.
  • Independent Financial Group first reported a position in Ameriprise Financial in Q3 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Ameriprise Financial position peaked at $365K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.