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Weaver Consulting Group’s Ameriprise Financial AMP Stock Holding History

Weaver Consulting Group’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 		$220K Buy
+447
New +$240K 0.04% 283
2026
Q1 		– Sell
-423
Closed -$207K – 276
2025
Q4 		$207K Buy
423
+8
+2% +$3.8K 0.05% 259
2025
Q3 		$204K Hold
415
– – 0.05% 252
2025
Q2 		$221K Hold
415
– – 0.06% 222
2025
Q1 		$201K Sell
415
-24
-5% -$12.6K 0.06% 216
2024
Q4 		$234K Hold
439
– – 0.07% 193
2024
Q3 		$206K Buy
+439
New +$190K 0.07% 210
2020
Q4 		– Sell
-96
Closed -$15K – 171
2020
Q3 		$15K Hold
96
– – 0.01% 456
2020
Q2 		$14K Hold
96
– – 0.01% 446
2020
Q1 		$10K Hold
96
– – 0.01% 436
2019
Q4 		$14K Hold
96
– – 0.01% 420
2019
Q3 		$14K Buy
96
+20
+26% +$2.8K 0.01% 412
2019
Q2 		$11K Hold
76
– – 0.01% 433
2019
Q1 		$11K Buy
+76
New +$9.43K ﹤0.01% 897

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
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Weaver Consulting Group's AMP Position: Q3 2026 in Review

Weaver Consulting Group opened a new position in Ameriprise Financial (AMP) in Q3 2026: 447 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #283 among its holdings. This is a return to the name: Weaver Consulting Group previously reported a position in AMP as recently as Q4 2025.

Weaver Consulting Group first reported a position in AMP in Q1 2019 and has held it in 14 quarters since. The position peaked at $234K in Q4 2024. 135 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Weaver Consulting Group held 447 shares of Ameriprise Financial worth $220K as of Q3 2026.
  • Ameriprise Financial was a new Weaver Consulting Group position in Q3 2026.
  • Ameriprise Financial made up 0.04% of Weaver Consulting Group's portfolio in Q3 2026, its #283 holding.
  • Weaver Consulting Group first reported a position in Ameriprise Financial in Q1 2019 and has held it in 14 quarters since.
  • Weaver Consulting Group's Ameriprise Financial position peaked at $234K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.