JTBR
AMP icon

James T. Borello RIA’s Ameriprise Financial AMP Stock Holding History

James T. Borello RIA’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 		$5.42K Hold
11
– – ﹤0.01% 761
2026
Q2 		$5.05K Sell
11
-23
-68% -$10.5K ﹤0.01% 782
2026
Q1 		$15.1K Buy
34
+3
+10% +$1.45K ﹤0.01% 445
2025
Q4 		$15.2K Buy
31
+19
+158% +$9.02K ﹤0.01% 323
2025
Q3 		$5.89K Buy
+12
New +$6.15K ﹤0.01% 412

Other funds holding AMP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's AMP Position: Q3 2026 in Review

James T. Borello RIA held its Ameriprise Financial (AMP) position steady in Q3 2026 at 11 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

James T. Borello RIA first reported a position in AMP in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.2K in Q4 2025. 201 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • James T. Borello RIA held 11 shares of Ameriprise Financial worth $5.42K as of Q3 2026.
  • James T. Borello RIA left its Ameriprise Financial share count unchanged in Q3 2026.
  • Ameriprise Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #761 holding.
  • James T. Borello RIA first reported a position in Ameriprise Financial in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Ameriprise Financial position peaked at $15.2K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.