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Parcion Private Wealth’s Ameriprise Financial AMP Stock Holding History

Parcion Private Wealth’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 		$659K Buy
1,483
+69
+5% +$33.3K 0.04% 196
2025
Q4 		$693K Buy
1,414
+759
+116% +$360K 0.04% 192
2025
Q3 		$322K Buy
655
+10
+2% +$5.13K 0.02% 264
2025
Q2 		$344K Sell
645
-111
-15% -$54.8K 0.02% 221
2025
Q1 		$366K Buy
756
+163
+27% +$85.5K 0.03% 195
2024
Q4 		$316K Hold
593
– – 0.02% 193
2024
Q3 		$279K Hold
593
– – 0.02% 202
2024
Q2 		$253K Buy
593
+8
+1% +$3.42K 0.02% 179
2024
Q1 		$256K Hold
585
– – 0.02% 177
2023
Q4 		$222K Buy
+585
New +$201K 0.02% 180

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

Parcion Private Wealth's AMP Position: Q1 2026 in Review

Parcion Private Wealth increased its Ameriprise Financial (AMP) stake by 4.9% in Q1 2026, buying an estimated $33.3K and bringing the position to 1,483 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #196.

Parcion Private Wealth first reported a position in AMP in Q4 2023 and has held it in 10 quarters since. The position peaked at $693K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Parcion Private Wealth held 1,483 shares of Ameriprise Financial worth $659K as of Q1 2026.
  • Parcion Private Wealth bought 69 Ameriprise Financial shares in Q1 2026, an estimated $33.3K.
  • Ameriprise Financial made up 0.04% of Parcion Private Wealth's portfolio in Q1 2026, its #196 holding.
  • Parcion Private Wealth first reported a position in Ameriprise Financial in Q4 2023 and has held it in 10 quarters since.
  • Parcion Private Wealth's Ameriprise Financial position peaked at $693K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.