Kaufman Rossin Wealth’s Ameriprise Financial AMP Stock Holding History

Kaufman Rossin Wealth’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
2025 Q2	–	Sell	-437	Closed	-$212K	–	143
2025 Q1	$212K	Buy	+437	New	+$229K	0.15%	132

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaufman Rossin Wealth's AMP Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 437 shares — an estimated $212K sold.

Kaufman Rossin Wealth first reported a position in AMP in Q1 2025 and held it in 1 quarter. The position peaked at $212K in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 437 Ameriprise Financial shares in Q2 2025, an estimated $212K.
Kaufman Rossin Wealth first reported a position in Ameriprise Financial in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Ameriprise Financial position peaked at $212K in Q1 2025.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.