WBH Advisory’s Ameriprise Financial AMP Stock Holding History

WBH 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 Q2	$225K	Sell	490 -1	-0.2%	-$458	0.02%	352
2026 Q1	$214K	Sell	491 -2	-0.4%	-$964	0.02%	345
2025 Q4	$242K	Hold	493	–	–	0.02%	320
2025 Q3	$242K	Hold	493	–	–	0.02%	317
2025 Q2	$263K	Sell	493 -150	-23%	-$74.1K	0.02%	300
2025 Q1	$311K	Hold	643	–	–	0.03%	267
2024 Q4	$342K	Sell	643 -9	-1%	-$4.8K	0.03%	253
2024 Q3	$306K	Buy	652 +9	+1%	+$3.9K	0.03%	263
2024 Q2	$275K	Hold	643	–	–	0.03%	265
2024 Q1	$282K	Buy	643 +3	+0.5%	+$1.2K	0.03%	270
2023 Q4	$243K	Hold	640	–	–	0.03%	282
2023 Q3	$211K	Hold	640	–	–	0.03%	280
2023 Q2	$213K	Buy	+640	New	+$197K	0.03%	285

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WBH Advisory's AMP Position: Q2 2026 in Review

WBH Advisory reduced its Ameriprise Financial (AMP) stake by 0.2% in Q2 2026, selling an estimated $458 and leaving 490 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #352.

WBH Advisory first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $342K in Q4 2024. 923 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

WBH Advisory held 490 shares of Ameriprise Financial worth $225K as of Q2 2026.
WBH Advisory sold 1 Ameriprise Financial share in Q2 2026, an estimated $458.
Ameriprise Financial made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #352 holding.
WBH Advisory first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
WBH Advisory's Ameriprise Financial position peaked at $342K in Q4 2024.
923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.