PWG
AMP icon

Portside Wealth Group’s Ameriprise Financial AMP Stock Holding History

Portside Wealth 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
Q2 		$268K Buy
585
+26
+5% +$11.9K 0.03% 428
2026
Q1 		$248K Sell
559
-7
-1% -$3.37K 0.03% 404
2025
Q4 		$278K Sell
566
-26
-4% -$12.3K 0.04% 385
2025
Q3 		$291K Buy
592
+9
+2% +$4.61K 0.04% 379
2025
Q2 		$311K Sell
583
-87
-13% -$43K 0.05% 347
2025
Q1 		$324K Sell
670
-5
-0.7% -$2.62K 0.05% 313
2024
Q4 		$359K Sell
675
-15
-2% -$8.01K 0.06% 282
2024
Q3 		$324K Sell
690
-7
-1% -$3.04K 0.06% 295
2024
Q2 		$298K Buy
697
+25
+4% +$10.7K 0.06% 278
2024
Q1 		$295K Buy
672
+8
+1% +$3.2K 0.05% 276
2023
Q4 		$252K Buy
664
+16
+2% +$5.49K 0.05% 299
2023
Q3 		$213K Hold
648
– – 0.04% 309
2023
Q2 		$215K Buy
+648
New +$199K 0.04% 310

Other funds holding AMP

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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Portside Wealth Group's AMP Position: Q2 2026 in Review

Portside Wealth Group increased its Ameriprise Financial (AMP) stake by 4.7% in Q2 2026, buying an estimated $11.9K and bringing the position to 585 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #428.

Portside Wealth Group first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $359K in Q4 2024. 207 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Portside Wealth Group held 585 shares of Ameriprise Financial worth $268K as of Q2 2026.
  • Portside Wealth Group bought 26 Ameriprise Financial shares in Q2 2026, an estimated $11.9K.
  • Ameriprise Financial made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #428 holding.
  • Portside Wealth Group first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Ameriprise Financial position peaked at $359K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.