M.E. Allison & Co
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M.E. Allison & Co’s Ameriprise Financial AMP Stock Holding History

M.E. Allison & Co’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
Q3 		$347K Hold
705
– – 0.19% 131
2026
Q2 		$323K Hold
705
– – 0.19% 135
2026
Q1 		$313K Hold
705
– – 0.21% 128
2025
Q4 		$346K Hold
705
– – 0.23% 110
2025
Q3 		$346K Hold
705
– – 0.24% 114
2025
Q2 		$376K Hold
705
– – 0.3% 93
2025
Q1 		$341K Hold
705
– – 0.34% 89
2024
Q4 		$375K Buy
+705
New +$376K 0.41% 74

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Assenagon Asset Management
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Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

M.E. Allison & Co's AMP Position: Q3 2026 in Review

M.E. Allison & Co held its Ameriprise Financial (AMP) position steady in Q3 2026 at 705 shares worth $347K. The position accounts for 0.19% of the portfolio, ranked #131.

M.E. Allison & Co first reported a position in AMP in Q4 2024 and has held it in 8 quarters since. The position peaked at $376K in Q2 2025. 275 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • M.E. Allison & Co held 705 shares of Ameriprise Financial worth $347K as of Q3 2026.
  • M.E. Allison & Co left its Ameriprise Financial share count unchanged in Q3 2026.
  • Ameriprise Financial made up 0.19% of M.E. Allison & Co's portfolio in Q3 2026, its #131 holding.
  • M.E. Allison & Co first reported a position in Ameriprise Financial in Q4 2024 and has held it in 8 quarters since.
  • M.E. Allison & Co's Ameriprise Financial position peaked at $376K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.