Walker Asset Management’s Ameriprise Financial AMP Stock Holding History

Walker Asset 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 Q3	$273K	Buy	554 +1	+0.2%	+$537	0.14%	127
2026 Q2	$254K	Buy	553 +2	+0.4%	+$917	0.13%	133
2026 Q1	$245K	Buy	551 +2	+0.4%	+$964	0.13%	121
2025 Q4	$269K	Buy	549 +2	+0.4%	+$949	0.14%	120
2025 Q3	$269K	Buy	547 +2	+0.4%	+$1.02K	0.15%	112
2025 Q2	$291K	Buy	545 +2	+0.4%	+$988	0.17%	103
2025 Q1	$263K	Buy	543 +1	+0.2%	+$524	0.16%	113
2024 Q4	$288K	Buy	542 +2	+0.4%	+$1.07K	0.18%	101
2024 Q3	$254K	Buy	540 +1	+0.2%	+$434	0.16%	120
2024 Q2	$230K	Buy	539 +2	+0.4%	+$854	0.15%	116
2024 Q1	$235K	Buy	537 +2	+0.4%	+$801	0.16%	117
2023 Q4	$203K	Buy	+535	New	+$183K	0.15%	128

Other funds holding AMP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Walker Asset Management's AMP Position: Q3 2026 in Review

Walker Asset Management increased its Ameriprise Financial (AMP) stake by 0.18% in Q3 2026, buying an estimated $537 and bringing the position to 554 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #127.

Walker Asset Management first reported a position in AMP in Q4 2023 and has held it in 12 quarters since. The position peaked at $291K in Q2 2025. 1,087 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Walker Asset Management held 554 shares of Ameriprise Financial worth $273K as of Q3 2026.
Walker Asset Management bought 1 Ameriprise Financial share in Q3 2026, an estimated $537.
Ameriprise Financial made up 0.14% of Walker Asset Management's portfolio in Q3 2026, its #127 holding.
Walker Asset Management first reported a position in Ameriprise Financial in Q4 2023 and has held it in 12 quarters since.
Walker Asset Management's Ameriprise Financial position peaked at $291K in Q2 2025.
1,087 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.