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Toth Financial Advisory’s Ameriprise Financial AMP Stock Holding History

Toth Financial Advisory’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 		$17.7K Buy
36
+1
+3% +$537 ﹤0.01% 519
2026
Q2 		$16.1K Hold
35
– – ﹤0.01% 528
2026
Q1 		$15.6K Hold
35
– – ﹤0.01% 508
2025
Q4 		$17.2K Hold
35
– – ﹤0.01% 494
2025
Q3 		$17.2K Sell
35
-10
-22% -$5.13K ﹤0.01% 480
2025
Q2 		$24K Hold
45
– – ﹤0.01% 411
2025
Q1 		$21.8K Hold
45
– – ﹤0.01% 394
2024
Q4 		$24K Hold
45
– – ﹤0.01% 377
2024
Q3 		$21.1K Sell
45
-10
-18% -$4.34K ﹤0.01% 379
2024
Q2 		$23.5K Hold
55
– – ﹤0.01% 376
2024
Q1 		$24.1K Hold
55
– – ﹤0.01% 374
2023
Q4 		$20.9K Hold
55
– – ﹤0.01% 386
2023
Q3 		$18.1K Buy
55
+35
+175% +$11.9K ﹤0.01% 383
2023
Q2 		$6.64K Sell
20
-5
-20% -$1.54K ﹤0.01% 516
2023
Q1 		$7.66K Buy
25
+5
+25% +$1.64K ﹤0.01% 495
2022
Q4 		$6.23K Hold
20
– – ﹤0.01% 480
2022
Q3 		$5K Hold
20
– – ﹤0.01% 539
2022
Q2 		$5K Hold
20
– – ﹤0.01% 501
2022
Q1 		$6K Hold
20
– – ﹤0.01% 515
2021
Q4 		$6K Hold
20
– – ﹤0.01% 536
2021
Q3 		$5K Buy
+20
New +$5.23K ﹤0.01% 550
2020
Q2 		– Sell
-290
Closed -$30K – 549
2020
Q1 		$30K Sell
290
-3,150
-92% -$467K 0.01% 206
2019
Q4 		$573K Buy
+3,440
New +$533K 0.12% 119

Other funds holding AMP

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Toth Financial Advisory's AMP Position: Q3 2026 in Review

Toth Financial Advisory increased its Ameriprise Financial (AMP) stake by 2.9% in Q3 2026, buying an estimated $537 and bringing the position to 36 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Toth Financial Advisory first reported a position in AMP in Q4 2019 and has held it in 23 quarters since. The position peaked at $573K in Q4 2019. 66 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Toth Financial Advisory held 36 shares of Ameriprise Financial worth $17.7K as of Q3 2026.
  • Toth Financial Advisory bought 1 Ameriprise Financial share in Q3 2026, an estimated $537.
  • Ameriprise Financial made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #519 holding.
  • Toth Financial Advisory first reported a position in Ameriprise Financial in Q4 2019 and has held it in 23 quarters since.
  • Toth Financial Advisory's Ameriprise Financial position peaked at $573K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.