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Cornerstone Planning Group’s Ameriprise Financial AMP Stock Holding History

Cornerstone Planning 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
Q2 		$271K Sell
515
-7
-1% -$3.21K 0.03% 146
2026
Q1 		$248K Sell
522
-19
-4% -$9.16K 0.03% 151
2025
Q4 		$270K Sell
541
-10
-2% -$4.75K 0.04% 124
2025
Q3 		$250K Buy
551
+49
+10% +$25.1K 0.04% 119
2025
Q2 		$253K Sell
502
-3
-0.6% -$1.48K 0.05% 74
2025
Q1 		$238K Buy
505
+10
+2% +$5.25K 0.06% 78
2024
Q4 		$278K Buy
495
+1
+0.2% +$534 0.07% 60
2024
Q3 		$255K Buy
494
+3
+0.6% +$1.3K 0.07% 62
2024
Q2 		$192K Sell
491
-8
-2% -$3.42K 0.06% 78
2024
Q1 		$209K Buy
499
+4
+0.8% +$1.6K 0.06% 72
2023
Q4 		$188K Sell
495
-299
-38% -$103K 0.06% 84
2023
Q3 		$262K Buy
794
+4
+0.5% +$1.36K 0.1% 66
2023
Q2 		$263K Buy
+790
New +$243K 0.1% 75
2022
Q4 		$258K Buy
+798
New +$243K 0.11% 83

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cornerstone Planning Group's AMP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Ameriprise Financial (AMP) stake by 1.3% in Q2 2026, selling an estimated $3.21K and leaving 515 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #146.

Cornerstone Planning Group first reported a position in AMP in Q4 2022 and has held it in 14 quarters since. The position peaked at $278K in Q4 2024. 815 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Cornerstone Planning Group held 515 shares of Ameriprise Financial worth $271K as of Q2 2026.
  • Cornerstone Planning Group sold 7 Ameriprise Financial shares in Q2 2026, an estimated $3.21K.
  • Ameriprise Financial made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #146 holding.
  • Cornerstone Planning Group first reported a position in Ameriprise Financial in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Ameriprise Financial position peaked at $278K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.