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Paragon Private Wealth Management’s Ameriprise Financial AMP Stock Holding History

Paragon Private Wealth Management’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
Q1 		$231K Sell
520
-173
-25% -$83.4K 0.07% 203
2025
Q4 		$340K Buy
693
+126
+22% +$59.8K 0.1% 168
2025
Q3 		$279K Buy
567
+9
+2% +$4.61K 0.09% 186
2025
Q2 		$298K Buy
558
+75
+16% +$37.1K 0.12% 162
2025
Q1 		$234K Buy
483
+5
+1% +$2.62K 0.11% 167
2024
Q4 		$255K Buy
478
+50
+12% +$26.7K 0.12% 150
2024
Q3 		$201K Buy
+428
New +$186K 0.1% 160

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paragon Private Wealth Management's AMP Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its Ameriprise Financial (AMP) stake by 25% in Q1 2026, selling an estimated $83.4K and leaving 520 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #203.

Paragon Private Wealth Management first reported a position in AMP in Q3 2024 and has held it in 7 quarters since. The position peaked at $340K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Paragon Private Wealth Management held 520 shares of Ameriprise Financial worth $231K as of Q1 2026.
  • Paragon Private Wealth Management sold 173 Ameriprise Financial shares in Q1 2026, an estimated $83.4K.
  • Ameriprise Financial made up 0.07% of Paragon Private Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Paragon Private Wealth Management first reported a position in Ameriprise Financial in Q3 2024 and has held it in 7 quarters since.
  • Paragon Private Wealth Management's Ameriprise Financial position peaked at $340K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.