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Segment Wealth Management’s Ameriprise Financial AMP Stock Holding History

Segment 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 		$522K Sell
1,138
-8
-0.7% -$3.67K 0.03% 224
2026
Q1 		$509K Buy
1,146
+43
+4% +$20.7K 0.03% 216
2025
Q4 		$541K Buy
1,103
+2
+0.2% +$949 0.03% 211
2025
Q3 		$541K Hold
1,101
– – 0.03% 205
2025
Q2 		$588K Hold
1,101
– – 0.04% 193
2025
Q1 		$533K Hold
1,101
– – 0.04% 194
2024
Q4 		$586K Hold
1,101
– – 0.04% 183
2024
Q3 		$517K Hold
1,101
– – 0.04% 183
2024
Q2 		$470K Hold
1,101
– – 0.03% 184
2024
Q1 		$483K Buy
1,101
+517
+89% +$207K 0.04% 184
2023
Q4 		$222K Buy
+584
New +$200K 0.02% 234

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Segment Wealth Management's AMP Position: Q2 2026 in Review

Segment Wealth Management reduced its Ameriprise Financial (AMP) stake by 0.7% in Q2 2026, selling an estimated $3.67K and leaving 1,138 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #224.

Segment Wealth Management first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $588K in Q2 2025. 273 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Segment Wealth Management held 1,138 shares of Ameriprise Financial worth $522K as of Q2 2026.
  • Segment Wealth Management sold 8 Ameriprise Financial shares in Q2 2026, an estimated $3.67K.
  • Ameriprise Financial made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Segment Wealth Management first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Segment Wealth Management's Ameriprise Financial position peaked at $588K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.