N.E.W. Advisory Services’s Ameriprise Financial AMP Stock Holding History

N.E.W. Advisory 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 Q2	$377K	Buy	822 +1	+0.1%	+$458	0.03%	167
2026 Q1	$365K	Hold	821	–	–	0.03%	155
2025 Q4	$403K	Hold	821	–	–	0.03%	149
2025 Q3	$403K	Buy	821 +72	+10%	+$36.9K	0.04%	129
2025 Q2	$400K	Sell	749 -749	-50%	-$370K	0.04%	126
2025 Q1	$725K	Buy	1,498 +749	+100%	+$393K	0.06%	105
2024 Q4	$399K	Buy	+749	New	+$400K	0.04%	130

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

N.E.W. Advisory Services's AMP Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Ameriprise Financial (AMP) stake by 0.12% in Q2 2026, buying an estimated $458 and bringing the position to 822 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #167.

N.E.W. Advisory Services first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $725K in Q1 2025. 923 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

N.E.W. Advisory Services held 822 shares of Ameriprise Financial worth $377K as of Q2 2026.
N.E.W. Advisory Services bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
Ameriprise Financial made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #167 holding.
N.E.W. Advisory Services first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
N.E.W. Advisory Services's Ameriprise Financial position peaked at $725K in Q1 2025.
923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.