Parkshore Wealth Management’s Ameriprise Financial AMP Stock Holding History

Parkshore 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 Q3	$796K	Hold	1,616	–	–	0.2%	32
2026 Q2	$741K	Hold	1,616	–	–	0.21%	34
2026 Q1	$718K	Hold	1,616	–	–	0.24%	35
2025 Q4	$792K	Buy	1,616 +6	+0.4%	+$2.85K	0.3%	36
2025 Q3	$791K	Buy	1,610 +5	+0.3%	+$2.56K	0.32%	34
2025 Q2	$857K	Buy	1,605 +5	+0.3%	+$2.47K	0.42%	33
2025 Q1	$775K	Buy	1,600 +4	+0.3%	+$2.1K	0.45%	30
2024 Q4	$850K	Buy	+1,596	New	+$852K	0.51%	31

Other funds holding AMP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Parkshore Wealth Management's AMP Position: Q3 2026 in Review

Parkshore Wealth Management held its Ameriprise Financial (AMP) position steady in Q3 2026 at 1,616 shares worth $796K. The position accounts for 0.2% of the portfolio, ranked #32.

Parkshore Wealth Management first reported a position in AMP in Q4 2024 and has held it in 8 quarters since. The position peaked at $857K in Q2 2025. 777 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Parkshore Wealth Management held 1,616 shares of Ameriprise Financial worth $796K as of Q3 2026.
Parkshore Wealth Management left its Ameriprise Financial share count unchanged in Q3 2026.
Ameriprise Financial made up 0.2% of Parkshore Wealth Management's portfolio in Q3 2026, its #32 holding.
Parkshore Wealth Management first reported a position in Ameriprise Financial in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Ameriprise Financial position peaked at $857K in Q2 2025.
777 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.