SYM Financial Corp
AMP icon

SYM Financial Corp’s Ameriprise Financial AMP Stock Holding History

SYM Financial Corp’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 		$257K Buy
522
+73
+16% +$39.2K 0.02% 332
2026
Q2 		$206K Buy
+449
New +$206K 0.02% 372
2026
Q1 		– Sell
-467
Closed -$229K – 418
2025
Q4 		$229K Buy
+467
New +$222K 0.02% 288

Other funds holding AMP

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SYM Financial Corp's AMP Position: Q3 2026 in Review

SYM Financial Corp increased its Ameriprise Financial (AMP) stake by 16% in Q3 2026, buying an estimated $39.2K and bringing the position to 522 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #332.

SYM Financial Corp first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. 849 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • SYM Financial Corp held 522 shares of Ameriprise Financial worth $257K as of Q3 2026.
  • SYM Financial Corp bought 73 Ameriprise Financial shares in Q3 2026, an estimated $39.2K.
  • Ameriprise Financial made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #332 holding.
  • SYM Financial Corp first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • 849 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.