Roundview Capital’s Ameriprise Financial AMP Stock Holding History

Roundview Capital’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	$1.94M	Buy	+3,942	New	+$2.12M	0.11%	154

Other funds holding AMP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Roundview Capital's AMP Position: Q3 2026 in Review

Roundview Capital opened a new position in Ameriprise Financial (AMP) in Q3 2026: 3,942 shares worth $1.94M. The stake represents 0.11% of the portfolio and ranks #154 among its holdings.

937 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Roundview Capital held 3,942 shares of Ameriprise Financial worth $1.94M as of Q3 2026.
Ameriprise Financial was a new Roundview Capital position in Q3 2026.
Ameriprise Financial made up 0.11% of Roundview Capital's portfolio in Q3 2026, its #154 holding.
937 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.