NWS
AMP icon

Nvest Wealth Strategies’s Ameriprise Financial AMP Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-1
Closed -$445 – 358
2026
Q1 		$445 Buy
+1
New +$482 ﹤0.01% 302

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

Nvest Wealth Strategies's AMP Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 1 share — an estimated $445 sold.

Nvest Wealth Strategies first reported a position in AMP in Q1 2026 and held it in 1 quarter. The position peaked at $445 in Q1 2026. 815 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 1 Ameriprise Financial share in Q2 2026, an estimated $445.
  • Nvest Wealth Strategies first reported a position in Ameriprise Financial in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Ameriprise Financial position peaked at $445 in Q1 2026.
  • 815 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.