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 Q2	$205K	Sell	447 -73	-14%	-$33.5K	0.05%	224
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Paragon Private Wealth Management's AMP Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Ameriprise Financial (AMP) stake by 14% in Q2 2026, selling an estimated $33.5K and leaving 447 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #224.

Paragon Private Wealth Management first reported a position in AMP in Q3 2024 and has held it in 8 quarters since. The position peaked at $340K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Paragon Private Wealth Management held 447 shares of Ameriprise Financial worth $205K as of Q2 2026.
Paragon Private Wealth Management sold 73 Ameriprise Financial shares in Q2 2026, an estimated $33.5K.
Ameriprise Financial made up 0.05% of Paragon Private Wealth Management's portfolio in Q2 2026, its #224 holding.
Paragon Private Wealth Management first reported a position in Ameriprise Financial in Q3 2024 and has held it in 8 quarters since.
Paragon Private Wealth Management's Ameriprise Financial position peaked at $340K in Q4 2025.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.