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Robertson Stephens Wealth Management’s Ameriprise Financial AMP Stock Holding History

Robertson Stephens Wealth Management’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 		$417K Sell
909
-405
-31% -$186K 0.01% 470
2026
Q1 		$584K Buy
1,314
+1
+0.1% +$482 0.02% 396
2025
Q4 		$644K Buy
+1,313
New +$623K 0.02% 380

Other funds holding AMP

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Robertson Stephens Wealth Management's AMP Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Ameriprise Financial (AMP) stake by 31% in Q2 2026, selling an estimated $186K and leaving 909 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #470.

Robertson Stephens Wealth Management first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $644K in Q4 2025. 722 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Robertson Stephens Wealth Management held 909 shares of Ameriprise Financial worth $417K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 405 Ameriprise Financial shares in Q2 2026, an estimated $186K.
  • Ameriprise Financial made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Robertson Stephens Wealth Management first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Ameriprise Financial position peaked at $644K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.