SlateStone Wealth’s Ameriprise Financial AMP Stock Holding History

SlateStone Wealth’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	$276K	Hold	601	–	–	0.02%	266
2026 Q1	$267K	Sell	601 -56	-9%	-$27K	0.02%	261
2025 Q4	$322K	Buy	657 +24	+4%	+$11.4K	0.03%	253
2025 Q3	$311K	Hold	633	–	–	0.03%	247
2025 Q2	$338K	Hold	633	–	–	0.03%	235
2025 Q1	$306K	Hold	633	–	–	0.03%	239
2024 Q4	$337K	Hold	633	–	–	0.03%	235
2024 Q3	$297K	Buy	633 +95	+18%	+$41.2K	0.03%	247
2024 Q2	$230K	Hold	538	–	–	0.02%	260
2024 Q1	$236K	Hold	538	–	–	0.02%	254
2023 Q4	$204K	Buy	+538	New	+$184K	0.03%	228

Other funds holding AMP

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SlateStone Wealth's AMP Position: Q2 2026 in Review

SlateStone Wealth held its Ameriprise Financial (AMP) position steady in Q2 2026 at 601 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #266.

SlateStone Wealth first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q2 2025. 374 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

SlateStone Wealth held 601 shares of Ameriprise Financial worth $276K as of Q2 2026.
SlateStone Wealth left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #266 holding.
SlateStone Wealth first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
SlateStone Wealth's Ameriprise Financial position peaked at $338K in Q2 2025.
374 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.