True Wealth Design’s Ameriprise Financial AMP Stock Holding History

True Wealth Design’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	$123K	Buy	249 +29	+13%	+$15.6K	0.03%	223
2026 Q2	$101K	Sell	220 -175	-44%	-$80.2K	0.02%	259
2026 Q1	$176K	Buy	395 +144	+57%	+$69.4K	0.05%	108
2025 Q4	$123K	Buy	251 +190	+311%	+$90.2K	0.04%	145
2025 Q3	$30K	Buy	61 +16	+36%	+$8.2K	0.01%	458
2025 Q2	$24K	Buy	45 +42	+1,400%	+$20.8K	0.01%	337
2025 Q1	$1.45K	Sell	3 -6	-67%	-$3.15K	﹤0.01%	1125
2024 Q4	$4.79K	Buy	+9	New	+$4.8K	﹤0.01%	544

Other funds holding AMP

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

True Wealth Design's AMP Position: Q3 2026 in Review

True Wealth Design increased its Ameriprise Financial (AMP) stake by 13% in Q3 2026, buying an estimated $15.6K and bringing the position to 249 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #223.

True Wealth Design first reported a position in AMP in Q4 2024 and has held it in 8 quarters since. The position peaked at $176K in Q1 2026. 368 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

True Wealth Design held 249 shares of Ameriprise Financial worth $123K as of Q3 2026.
True Wealth Design bought 29 Ameriprise Financial shares in Q3 2026, an estimated $15.6K.
Ameriprise Financial made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #223 holding.
True Wealth Design first reported a position in Ameriprise Financial in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Ameriprise Financial position peaked at $176K in Q1 2026.
368 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.