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YHB Investment Advisors’s Ameriprise Financial AMP Stock Holding History

YHB Investment Advisors’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 		$219K Sell
478
-10
-2% -$4.58K 0.01% 303
2026
Q1 		$217K Sell
488
-150
-24% -$72.3K 0.02% 289
2025
Q4 		$313K Sell
638
-3
-0.5% -$1.42K 0.02% 254
2025
Q3 		$315K Buy
641
+3
+0.5% +$1.54K 0.02% 253
2025
Q2 		$341K Sell
638
-7
-1% -$3.46K 0.03% 236
2025
Q1 		$312K Buy
645
+157
+32% +$82.3K 0.03% 235
2024
Q4 		$260K Hold
488
– – 0.02% 248
2024
Q3 		$229K Hold
488
– – 0.02% 264
2024
Q2 		$208K Hold
488
– – 0.02% 274
2024
Q1 		$214K Buy
+488
New +$195K 0.02% 262
2023
Q2 		– Sell
-1,073
Closed -$329K – 281
2023
Q1 		$329K Hold
1,073
– – 0.03% 223
2022
Q4 		$334K Hold
1,073
– – 0.04% 213
2022
Q3 		$270K Hold
1,073
– – 0.03% 231
2022
Q2 		$255K Hold
1,073
– – 0.03% 241
2022
Q1 		$322K Sell
1,073
-130
-11% -$39.3K 0.03% 233
2021
Q4 		$363K Buy
1,203
+170
+16% +$50.3K 0.03% 235
2021
Q3 		$273K Hold
1,033
– – 0.02% 260
2021
Q2 		$257K Buy
+1,033
New +$260K 0.02% 267

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

YHB Investment Advisors's AMP Position: Q2 2026 in Review

YHB Investment Advisors reduced its Ameriprise Financial (AMP) stake by 2% in Q2 2026, selling an estimated $4.58K and leaving 478 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #303.

YHB Investment Advisors first reported a position in AMP in Q2 2021 and has held it in 18 quarters since. The position peaked at $363K in Q4 2021. 379 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • YHB Investment Advisors held 478 shares of Ameriprise Financial worth $219K as of Q2 2026.
  • YHB Investment Advisors sold 10 Ameriprise Financial shares in Q2 2026, an estimated $4.58K.
  • Ameriprise Financial made up 0.01% of YHB Investment Advisors's portfolio in Q2 2026, its #303 holding.
  • YHB Investment Advisors first reported a position in Ameriprise Financial in Q2 2021 and has held it in 18 quarters since.
  • YHB Investment Advisors's Ameriprise Financial position peaked at $363K in Q4 2021.
  • 379 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.