Precedent Wealth Partners
AMP icon

Precedent Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Precedent Wealth 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 		$258K Buy
+524
New +$282K 0.04% 183

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Precedent Wealth Partners's AMP Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in Ameriprise Financial (AMP) in Q3 2026: 524 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings.

1,246 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Precedent Wealth Partners held 524 shares of Ameriprise Financial worth $258K as of Q3 2026.
  • Ameriprise Financial was a new Precedent Wealth Partners position in Q3 2026.
  • Ameriprise Financial made up 0.04% of Precedent Wealth Partners's portfolio in Q3 2026, its #183 holding.
  • 1,246 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.