PPWP
AMP icon

Premier Path Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Premier Path 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
Q2 		$719K Buy
1,568
+116
+8% +$53.2K 0.08% 205
2026
Q1 		$645K Buy
1,452
+130
+10% +$62.6K 0.08% 222
2025
Q4 		$648K Sell
1,322
-13
-1% -$6.17K 0.08% 219
2025
Q3 		$656K Sell
1,335
-1
-0.1% -$513 0.08% 227
2025
Q2 		$713K Buy
1,336
+31
+2% +$15.3K 0.1% 210
2025
Q1 		$632K Buy
1,305
+12
+0.9% +$6.29K 0.1% 205
2024
Q4 		$688K Buy
1,293
+12
+0.9% +$6.4K 0.1% 191
2024
Q3 		$602K Sell
1,281
-2
-0.2% -$868 0.09% 208
2024
Q2 		$548K Hold
1,283
– – 0.09% 211
2024
Q1 		$563K Sell
1,283
-31
-2% -$12.4K 0.11% 188
2023
Q4 		$488K Buy
+1,314
New +$451K 0.11% 195

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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

Premier Path Wealth Partners's AMP Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Ameriprise Financial (AMP) stake by 8% in Q2 2026, buying an estimated $53.2K and bringing the position to 1,568 shares worth $719K. The position accounts for 0.08% of the portfolio, ranked #205.

Premier Path Wealth Partners first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. 534 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Premier Path Wealth Partners held 1,568 shares of Ameriprise Financial worth $719K as of Q2 2026.
  • Premier Path Wealth Partners bought 116 Ameriprise Financial shares in Q2 2026, an estimated $53.2K.
  • Ameriprise Financial made up 0.08% of Premier Path Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Premier Path Wealth Partners first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • 534 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.