Pathstone Holdings
AMP icon

Pathstone Holdings’s Ameriprise Financial AMP Stock Holding History

Pathstone Holdings’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 		$8.51M Sell
18,506
-65
-0.4% -$29.8K 0.02% 467
2026
Q1 		$8.25M Buy
18,571
+1,102
+6% +$531K 0.03% 405
2025
Q4 		$8.57M Buy
17,469
+223
+1% +$106K 0.03% 388
2025
Q3 		$8.47M Sell
17,246
-241
-1% -$124K 0.03% 394
2025
Q2 		$9.33M Sell
17,487
-1,147
-6% -$567K 0.04% 350
2025
Q1 		$9.02M Sell
18,634
-484
-3% -$254K 0.04% 371
2024
Q4 		$10.2M Sell
19,118
-117
-0.6% -$62.4K 0.05% 307
2024
Q3 		$9.04M Sell
19,235
-309
-2% -$134K 0.04% 363
2024
Q2 		$8.35M Sell
19,544
-102
-0.5% -$43.6K 0.04% 360
2024
Q1 		$8.61M Buy
19,646
+3,313
+20% +$1.33M 0.04% 343
2023
Q4 		$6.24M Buy
+16,333
New +$5.6M 0.03% 378

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

Pathstone Holdings's AMP Position: Q2 2026 in Review

Pathstone Holdings reduced its Ameriprise Financial (AMP) stake by 0.35% in Q2 2026, selling an estimated $29.8K and leaving 18,506 shares worth $8.51M. The position accounts for 0.02% of the portfolio, ranked #467.

Pathstone Holdings first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Pathstone Holdings held 18,506 shares of Ameriprise Financial worth $8.51M as of Q2 2026.
  • Pathstone Holdings sold 65 Ameriprise Financial shares in Q2 2026, an estimated $29.8K.
  • Ameriprise Financial made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #467 holding.
  • Pathstone Holdings first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Ameriprise Financial position peaked at $10.2M in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.