JWCA
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J.W. Cole Advisors’s Ameriprise Financial AMP Stock Holding History

J.W. Cole 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 		$1.37M Sell
2,980
-72
-2% -$33K 0.02% 648
2026
Q1 		$1.36M Sell
3,052
-138
-4% -$66.5K 0.05% 317
2025
Q4 		$1.53M Sell
3,190
-52
-2% -$24.7K 0.04% 489
2025
Q3 		$1.59M Sell
3,242
-21
-0.6% -$10.8K 0.03% 547
2025
Q2 		$1.74M Sell
3,263
-77
-2% -$38K 0.04% 466
2025
Q1 		$1.62M Buy
3,340
+2,585
+342% +$1.36M 0.05% 378
2024
Q4 		$402K Buy
755
+65
+9% +$34.7K 0.02% 684
2024
Q3 		$324K Sell
690
-8
-1% -$3.47K 0.01% 745
2024
Q2 		$298K Buy
698
+105
+18% +$44.9K 0.01% 708
2024
Q1 		$260K Buy
+593
New +$237K 0.01% 744
2020
Q4 		– Sell
-1,587
Closed -$245K – 638
2020
Q3 		$245K Buy
+1,587
New +$244K 0.02% 604

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

J.W. Cole Advisors's AMP Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Ameriprise Financial (AMP) stake by 2.4% in Q2 2026, selling an estimated $33K and leaving 2,980 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #648.

J.W. Cole Advisors first reported a position in AMP in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.74M in Q2 2025. 379 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • J.W. Cole Advisors held 2,980 shares of Ameriprise Financial worth $1.37M as of Q2 2026.
  • J.W. Cole Advisors sold 72 Ameriprise Financial shares in Q2 2026, an estimated $33K.
  • Ameriprise Financial made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #648 holding.
  • J.W. Cole Advisors first reported a position in Ameriprise Financial in Q3 2020 and has held it in 11 quarters since.
  • J.W. Cole Advisors's Ameriprise Financial position peaked at $1.74M in Q2 2025.
  • 379 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.