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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
Q2 		$524K Sell
1,143
-340
-23% -$156K 0.03% 251
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Parcion Private Wealth's AMP Position: Q2 2026 in Review

Parcion Private Wealth reduced its Ameriprise Financial (AMP) stake by 23% in Q2 2026, selling an estimated $156K and leaving 1,143 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #251.

Parcion Private Wealth first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $693K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Parcion Private Wealth held 1,143 shares of Ameriprise Financial worth $524K as of Q2 2026.
  • Parcion Private Wealth sold 340 Ameriprise Financial shares in Q2 2026, an estimated $156K.
  • Ameriprise Financial made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #251 holding.
  • Parcion Private Wealth first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Parcion Private Wealth's Ameriprise Financial position peaked at $693K in Q4 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.