NWWA
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New Wave Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

New Wave Wealth Advisors’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 		$757K Buy
1,651
+373
+29% +$171K 0.21% 106
2026
Q1 		$568K Buy
1,278
+409
+47% +$197K 0.2% 87
2025
Q4 		$426K Buy
869
+31
+4% +$14.7K 0.16% 100
2025
Q3 		$412K Buy
838
+7
+0.8% +$3.59K 0.16% 97
2025
Q2 		$444K Buy
831
+5
+0.6% +$2.47K 0.19% 78
2025
Q1 		$400K Buy
826
+12
+1% +$6.29K 0.18% 77
2024
Q4 		$433K Buy
+814
New +$434K 0.18% 76

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

New Wave Wealth Advisors's AMP Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Ameriprise Financial (AMP) stake by 29% in Q2 2026, buying an estimated $171K and bringing the position to 1,651 shares worth $757K. The position accounts for 0.21% of the portfolio, ranked #106.

New Wave Wealth Advisors first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • New Wave Wealth Advisors held 1,651 shares of Ameriprise Financial worth $757K as of Q2 2026.
  • New Wave Wealth Advisors bought 373 Ameriprise Financial shares in Q2 2026, an estimated $171K.
  • Ameriprise Financial made up 0.21% of New Wave Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • New Wave Wealth Advisors first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • 465 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.