KWA
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Kingswood Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Kingswood Wealth 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 		$427K Buy
930
+9
+1% +$4.13K 0.02% 653
2026
Q1 		$409K Buy
921
+63
+7% +$30.4K 0.02% 602
2025
Q4 		$421K Buy
+858
New +$407K 0.02% 571

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

Kingswood Wealth Advisors's AMP Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Ameriprise Financial (AMP) stake by 0.98% in Q2 2026, buying an estimated $4.13K and bringing the position to 930 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #653.

Kingswood Wealth Advisors first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Kingswood Wealth Advisors held 930 shares of Ameriprise Financial worth $427K as of Q2 2026.
  • Kingswood Wealth Advisors bought 9 Ameriprise Financial shares in Q2 2026, an estimated $4.13K.
  • Ameriprise Financial made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #653 holding.
  • Kingswood Wealth Advisors first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.