KJWM
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Kiley Juergens Wealth Management’s Ameriprise Financial AMP Stock Holding History

Kiley Juergens Wealth Management’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 		$246K Hold
536
– – 0.04% 216
2026
Q1 		$238K Buy
+536
New +$258K 0.04% 212
2018
Q4 		– Sell
-53
Closed -$7K – 69
2018
Q3 		$7K Hold
53
– – 0.01% 499
2018
Q2 		$7K Buy
+53
New +$7.51K 0.01% 453
2018
Q1 		– Sell
-16
Closed -$2K – 109
2017
Q4 		$2K Buy
+16
New +$2.56K ﹤0.01% 625

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kiley Juergens Wealth Management's AMP Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 536 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #216.

Kiley Juergens Wealth Management first reported a position in AMP in Q4 2017 and has held it in 5 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Kiley Juergens Wealth Management held 536 shares of Ameriprise Financial worth $246K as of Q2 2026.
  • Kiley Juergens Wealth Management left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Kiley Juergens Wealth Management first reported a position in Ameriprise Financial in Q4 2017 and has held it in 5 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.