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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
Q3 		$235K Hold
478
– – 0.01% 297
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

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

YHB Investment Advisors's AMP Position: Q3 2026 in Review

YHB Investment Advisors held its Ameriprise Financial (AMP) position steady in Q3 2026 at 478 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #297.

YHB Investment Advisors first reported a position in AMP in Q2 2021 and has held it in 19 quarters since. The position peaked at $363K in Q4 2021. 126 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • YHB Investment Advisors held 478 shares of Ameriprise Financial worth $235K as of Q3 2026.
  • YHB Investment Advisors left its Ameriprise Financial share count unchanged in Q3 2026.
  • Ameriprise Financial made up 0.01% of YHB Investment Advisors's portfolio in Q3 2026, its #297 holding.
  • YHB Investment Advisors first reported a position in Ameriprise Financial in Q2 2021 and has held it in 19 quarters since.
  • YHB Investment Advisors's Ameriprise Financial position peaked at $363K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.