Resonant Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Resonant Capital Advisors’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	$291K	Buy	634 +15	+2%	+$6.88K	0.01%	421
2026 Q1	$275K	Buy	619 +71	+13%	+$34.2K	0.01%	409
2025 Q4	$269K	Sell	548 -21	-4%	-$9.96K	0.01%	360
2025 Q3	$280K	Sell	569 -49	-8%	-$25.1K	0.02%	343
2025 Q2	$330K	Buy	618 +87	+16%	+$43K	0.02%	312
2025 Q1	$257K	Buy	531 +17	+3%	+$8.92K	0.02%	315
2024 Q4	$274K	Buy	514 +15	+3%	+$8.01K	0.02%	285
2024 Q3	$234K	Sell	499 -150	-23%	-$65.1K	0.02%	317
2024 Q2	$277K	Buy	649 +30	+5%	+$12.8K	0.02%	281
2024 Q1	$271K	Buy	619 +28	+5%	+$11.2K	0.02%	280
2023 Q4	$224K	Sell	591 -16	-3%	-$5.49K	0.02%	269
2023 Q3	$200K	Buy	+607	New	+$207K	0.02%	260

Other funds holding AMP

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Resonant Capital Advisors's AMP Position: Q2 2026 in Review

Resonant Capital Advisors increased its Ameriprise Financial (AMP) stake by 2.4% in Q2 2026, buying an estimated $6.88K and bringing the position to 634 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #421.

Resonant Capital Advisors first reported a position in AMP in Q3 2023 and has held it in 12 quarters since. The position peaked at $330K in Q2 2025. 715 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Resonant Capital Advisors held 634 shares of Ameriprise Financial worth $291K as of Q2 2026.
Resonant Capital Advisors bought 15 Ameriprise Financial shares in Q2 2026, an estimated $6.88K.
Ameriprise Financial made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #421 holding.
Resonant Capital Advisors first reported a position in Ameriprise Financial in Q3 2023 and has held it in 12 quarters since.
Resonant Capital Advisors's Ameriprise Financial position peaked at $330K in Q2 2025.
715 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.