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KMG Fiduciary Partners’s Ameriprise Financial AMP Stock Holding History

KMG Fiduciary Partners’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 		$417K Hold
908
– – 0.04% 161
2026
Q1 		$404K Hold
908
– – 0.03% 212
2025
Q4 		$445K Sell
908
-91
-9% -$43.2K 0.03% 202
2025
Q3 		$491K Hold
999
– – 0.03% 232
2025
Q2 		$533K Hold
999
– – 0.04% 225
2025
Q1 		$484K Hold
999
– – 0.04% 222
2024
Q4 		$532K Hold
999
– – 0.04% 212
2024
Q3 		$469K Sell
999
-68
-6% -$29.5K 0.04% 216
2024
Q2 		$456K Buy
1,067
+91
+9% +$38.9K 0.04% 190
2024
Q1 		$428K Hold
976
– – 0.04% 184
2023
Q4 		$371K Sell
976
-34
-3% -$11.7K 0.04% 192
2023
Q3 		$333K Sell
1,010
-51
-5% -$17.4K 0.04% 191
2023
Q2 		$352K Buy
1,061
+102
+11% +$31.4K 0.05% 194
2023
Q1 		$294K Sell
959
-300
-24% -$98.3K 0.04% 200
2022
Q4 		$392K Hold
1,259
– – 0.06% 181
2022
Q3 		$317K Hold
1,259
– – 0.06% 161
2022
Q2 		$299K Hold
1,259
– – 0.06% 170
2022
Q1 		$378K Hold
1,259
– – 0.06% 160
2021
Q4 		$380K Sell
1,259
-257
-17% -$76K 0.06% 155
2021
Q3 		$400K Hold
1,516
– – 0.07% 148
2021
Q2 		$377K Hold
1,516
– – 0.07% 149
2021
Q1 		$352K Sell
1,516
-123
-8% -$26.6K 0.07% 141
2020
Q4 		$307K Buy
1,639
+123
+8% +$22K 0.06% 141
2020
Q3 		$234K Hold
1,516
– – 0.06% 135
2020
Q2 		$227K Sell
1,516
-681
-31% -$87.3K 0.06% 123
2020
Q1 		$225K Sell
2,197
-2
-0.1% -$296 0.07% 119
2019
Q4 		$366K Sell
2,199
-860
-28% -$133K 0.11% 97
2019
Q3 		$450K Hold
3,059
– – 0.15% 81
2019
Q2 		$444K Hold
3,059
– – 0.16% 77
2019
Q1 		$392K Sell
3,059
-180
-6% -$22.3K 0.15% 84
2018
Q4 		$338K Buy
+3,239
New +$407K 0.15% 76

Other funds holding AMP

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KMG Fiduciary Partners's AMP Position: Q2 2026 in Review

KMG Fiduciary Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 908 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #161.

KMG Fiduciary Partners first reported a position in AMP in Q4 2018 and has held it in 31 quarters since. The position peaked at $533K in Q2 2025. 187 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • KMG Fiduciary Partners held 908 shares of Ameriprise Financial worth $417K as of Q2 2026.
  • KMG Fiduciary Partners left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.04% of KMG Fiduciary Partners's portfolio in Q2 2026, its #161 holding.
  • KMG Fiduciary Partners first reported a position in Ameriprise Financial in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's Ameriprise Financial position peaked at $533K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.