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Modera Wealth Management’s Ameriprise Financial AMP Stock Holding History

Modera 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
Q2 		$509K Buy
1,110
+1
+0.1% +$458 0.01% 453
2026
Q1 		$493K Sell
1,109
-87
-7% -$41.9K 0.01% 437
2025
Q4 		$586K Sell
1,196
-47
-4% -$22.3K 0.01% 427
2025
Q3 		$610K Sell
1,243
-22
-2% -$11.3K 0.01% 423
2025
Q2 		$675K Buy
1,265
+160
+14% +$79.1K 0.01% 390
2025
Q1 		$535K Sell
1,105
-140
-11% -$73.4K 0.01% 416
2024
Q4 		$663K Buy
1,245
+40
+3% +$21.3K 0.01% 384
2024
Q3 		$566K Sell
1,205
-6
-0.5% -$2.6K 0.01% 390
2024
Q2 		$517K Buy
1,211
+8
+0.7% +$3.42K 0.01% 388
2024
Q1 		$527K Sell
1,203
-100
-8% -$40K 0.01% 383
2023
Q4 		$495K Sell
1,303
-21
-2% -$7.2K 0.01% 378
2023
Q3 		$436K Buy
1,324
+86
+7% +$29.4K 0.01% 379
2023
Q2 		$411K Buy
1,238
+425
+52% +$131K 0.01% 410
2023
Q1 		$249K Buy
813
+6
+0.7% +$1.97K 0.01% 310
2022
Q4 		$251K Buy
+807
New +$246K 0.01% 307
2022
Q1 		– Sell
-1,648
Closed -$498K – 368
2021
Q4 		$498K Buy
+1,648
New +$487K 0.02% 279

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Modera Wealth Management's AMP Position: Q2 2026 in Review

Modera Wealth Management increased its Ameriprise Financial (AMP) stake by 0.09% in Q2 2026, buying an estimated $458 and bringing the position to 1,110 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #453.

Modera Wealth Management first reported a position in AMP in Q4 2021 and has held it in 16 quarters since. The position peaked at $675K in Q2 2025. 815 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Modera Wealth Management held 1,110 shares of Ameriprise Financial worth $509K as of Q2 2026.
  • Modera Wealth Management bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
  • Ameriprise Financial made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Modera Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 16 quarters since.
  • Modera Wealth Management's Ameriprise Financial position peaked at $675K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.