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West Branch Capital’s Ameriprise Financial AMP Stock Holding History

West Branch Capital’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 		$48.2K Hold
105
– – 0.01% 142
2026
Q1 		$46.7K Hold
105
– – 0.01% 136
2025
Q4 		$51.5K Sell
105
-100
-49% -$47.5K 0.01% 140
2025
Q3 		$101K Buy
205
+52
+34% +$26.7K 0.03% 114
2025
Q2 		$81.7K Hold
153
– – 0.02% 122
2025
Q1 		$74.1K Hold
153
– – 0.02% 131
2024
Q4 		$81.5K Hold
153
– – 0.03% 132
2024
Q3 		$71.9K Hold
153
– – 0.02% 139
2024
Q2 		$65.4K Hold
153
– – 0.02% 146
2024
Q1 		$67.1K Sell
153
-11
-7% -$4.4K 0.03% 147
2023
Q4 		$62.3K Buy
164
+11
+7% +$3.77K 0.03% 147
2023
Q3 		$50.4K Hold
153
– – 0.03% 159
2023
Q2 		$50.8K Hold
153
– – 0.03% 162
2023
Q1 		$46.9K Hold
153
– – 0.03% 173
2022
Q4 		$47.6K Hold
153
– – 0.03% 171
2022
Q3 		$39K Hold
153
– – 0.02% 185
2022
Q2 		$36K Hold
153
– – 0.02% 190
2022
Q1 		$46K Hold
153
– – 0.02% 190
2021
Q4 		$46K Hold
153
– – 0.02% 203
2021
Q3 		$40K Hold
153
– – 0.02% 199
2021
Q2 		$38K Buy
+153
New +$38.6K 0.02% 210

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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

West Branch Capital's AMP Position: Q2 2026 in Review

West Branch Capital held its Ameriprise Financial (AMP) position steady in Q2 2026 at 105 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #142.

West Branch Capital first reported a position in AMP in Q2 2021 and has held it in 21 quarters since. The position peaked at $101K in Q3 2025. 335 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • West Branch Capital held 105 shares of Ameriprise Financial worth $48.2K as of Q2 2026.
  • West Branch Capital left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #142 holding.
  • West Branch Capital first reported a position in Ameriprise Financial in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Ameriprise Financial position peaked at $101K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.