Net Worth Advisory Group’s Ameriprise Financial AMP Stock Holding History

Net Worth Advisory Group’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	$1.63M	Buy	3,288 +5	+0.2%	+$2.69K	0.41%	42
2026 Q2	$1.51M	Sell	3,283 -172	-5%	-$78.8K	0.38%	53
2026 Q1	$1.54M	Sell	3,455 -60	-2%	-$28.9K	0.32%	66
2025 Q4	$1.72M	Buy	3,515 +532	+18%	+$252K	0.35%	60
2025 Q3	$1.47M	Buy	2,983 +234	+9%	+$120K	0.42%	47
2025 Q2	$1.47M	Sell	2,749 -86	-3%	-$42.5K	0.33%	65
2025 Q1	$1.37M	Sell	2,835 -60	-2%	-$31.5K	0.43%	34
2024 Q4	$1.54M	Sell	2,895 -21	-0.7%	-$11.2K	0.47%	35
2024 Q3	$1.37M	Buy	+2,916	New	+$1.27M	0.41%	41

Other funds holding AMP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Net Worth Advisory Group's AMP Position: Q3 2026 in Review

Net Worth Advisory Group increased its Ameriprise Financial (AMP) stake by 0.15% in Q3 2026, buying an estimated $2.69K and bringing the position to 3,288 shares worth $1.63M. The position accounts for 0.41% of the portfolio, ranked #42.

Net Worth Advisory Group first reported a position in AMP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q4 2025. 958 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Net Worth Advisory Group held 3,288 shares of Ameriprise Financial worth $1.63M as of Q3 2026.
Net Worth Advisory Group bought 5 Ameriprise Financial shares in Q3 2026, an estimated $2.69K.
Ameriprise Financial made up 0.41% of Net Worth Advisory Group's portfolio in Q3 2026, its #42 holding.
Net Worth Advisory Group first reported a position in Ameriprise Financial in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Ameriprise Financial position peaked at $1.72M in Q4 2025.
958 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.