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Polaris Financial Partners’s Ameriprise Financial AMP Stock Holding History

Polaris Financial Partners’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 		$24K Buy
+49
New +$26.3K 0.01% 233

Other funds holding AMP

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's AMP Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Ameriprise Financial (AMP) in Q3 2026: 49 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings.

13 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Polaris Financial Partners held 49 shares of Ameriprise Financial worth $24K as of Q3 2026.
  • Ameriprise Financial was a new Polaris Financial Partners position in Q3 2026.
  • Ameriprise Financial made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #233 holding.
  • 13 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.