McCarter Private Wealth Services’s Ameriprise Financial AMP Stock Holding History

McCarter Private Wealth Services’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	$532K	Hold	1,080	–	–	0.18%	105
2026 Q2	$495K	Hold	1,080	–	–	0.17%	109
2026 Q1	$480K	Hold	1,080	–	–	0.21%	97
2025 Q4	$530K	Sell	1,080 -67	-6%	-$31.8K	0.24%	88
2025 Q3	$563K	Hold	1,147	–	–	0.29%	70
2025 Q2	$612K	Hold	1,147	–	–	0.35%	60
2025 Q1	$555K	Buy	1,147 +67	+6%	+$35.1K	0.36%	55
2024 Q4	$575K	Hold	1,080	–	–	0.36%	52
2024 Q3	$507K	Buy	+1,080	New	+$469K	0.32%	59

Other funds holding AMP

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

McCarter Private Wealth Services's AMP Position: Q3 2026 in Review

McCarter Private Wealth Services held its Ameriprise Financial (AMP) position steady in Q3 2026 at 1,080 shares worth $532K. The position accounts for 0.18% of the portfolio, ranked #105.

McCarter Private Wealth Services first reported a position in AMP in Q3 2024 and has held it in 9 quarters since. The position peaked at $612K in Q2 2025. 368 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

McCarter Private Wealth Services held 1,080 shares of Ameriprise Financial worth $532K as of Q3 2026.
McCarter Private Wealth Services left its Ameriprise Financial share count unchanged in Q3 2026.
Ameriprise Financial made up 0.18% of McCarter Private Wealth Services's portfolio in Q3 2026, its #105 holding.
McCarter Private Wealth Services first reported a position in Ameriprise Financial in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Ameriprise Financial position peaked at $612K in Q2 2025.
368 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.