PWM
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Parkworth Wealth Management’s Ameriprise Financial AMP Stock Holding History

Parkworth 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
2025
Q2 		$2.13K Buy
4
+1
+33% +$494 ﹤0.01% 261
2025
Q1 		$1.45K Hold
3
– – ﹤0.01% 211
2024
Q4 		$1.6K Buy
+3
New +$1.6K ﹤0.01% 212

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parkworth Wealth Management's AMP Position: Q2 2025 in Review

Parkworth Wealth Management increased its Ameriprise Financial (AMP) stake by 33% in Q2 2025, buying an estimated $494 and bringing the position to 4 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Parkworth Wealth Management first reported a position in AMP in Q4 2024 and has held it in 3 quarters since. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Ameriprise Financial worth $2.13K as of Q2 2025.
  • Parkworth Wealth Management bought 1 Ameriprise Financial share in Q2 2025, an estimated $494.
  • Ameriprise Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #261 holding.
  • Parkworth Wealth Management first reported a position in Ameriprise Financial in Q4 2024 and has held it in 3 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.