Mindset Wealth Management’s Ameriprise Financial AMP Stock Holding History

Mindset 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 Q3	$344K	Hold	698	–	–	0.06%	124
2026 Q2	$320K	Hold	698	–	–	0.06%	133
2026 Q1	$310K	Hold	698	–	–	0.08%	121
2025 Q4	$342K	Hold	698	–	–	0.09%	116
2025 Q3	$343K	Hold	698	–	–	0.09%	109
2025 Q2	$373K	Hold	698	–	–	0.12%	88
2025 Q1	$338K	Hold	698	–	–	0.13%	89
2024 Q4	$372K	Hold	698	–	–	0.14%	83
2024 Q3	$328K	Buy	+698	New	+$303K	0.14%	88

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

Mindset Wealth Management's AMP Position: Q3 2026 in Review

Mindset Wealth Management held its Ameriprise Financial (AMP) position steady in Q3 2026 at 698 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #124.

Mindset Wealth Management first reported a position in AMP in Q3 2024 and has held it in 9 quarters since. The position peaked at $373K in Q2 2025. 368 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Mindset Wealth Management held 698 shares of Ameriprise Financial worth $344K as of Q3 2026.
Mindset Wealth Management left its Ameriprise Financial share count unchanged in Q3 2026.
Ameriprise Financial made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #124 holding.
Mindset Wealth Management first reported a position in Ameriprise Financial in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Ameriprise Financial position peaked at $373K in Q2 2025.
368 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.