WIM
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WealthPlan Investment Management’s Ameriprise Financial AMP Stock Holding History

WealthPlan Investment 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
Q2 		$378K Buy
824
+21
+3% +$9.63K 0.02% 367
2026
Q1 		$357K Buy
+803
New +$387K 0.02% 359
2023
Q2 		– Sell
-26
Closed -$8K – 378
2023
Q1 		$8K Buy
+26
New +$8.52K ﹤0.01% 337

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

WealthPlan Investment Management's AMP Position: Q2 2026 in Review

WealthPlan Investment Management increased its Ameriprise Financial (AMP) stake by 2.6% in Q2 2026, buying an estimated $9.63K and bringing the position to 824 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #367.

WealthPlan Investment Management first reported a position in AMP in Q1 2023 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • WealthPlan Investment Management held 824 shares of Ameriprise Financial worth $378K as of Q2 2026.
  • WealthPlan Investment Management bought 21 Ameriprise Financial shares in Q2 2026, an estimated $9.63K.
  • Ameriprise Financial made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #367 holding.
  • WealthPlan Investment Management first reported a position in Ameriprise Financial in Q1 2023 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.