PP
AMP icon

PDS Planning’s Ameriprise Financial AMP Stock Holding History

PDS Planning’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 		$356K Buy
775
+10
+1% +$4.58K 0.02% 380
2026
Q1 		$340K Sell
765
-22
-3% -$10.6K 0.02% 362
2025
Q4 		$386K Sell
787
-127
-14% -$60.3K 0.03% 313
2025
Q3 		$449K Sell
914
-6
-0.7% -$3.08K 0.03% 271
2025
Q2 		$491K Buy
920
+99
+12% +$48.9K 0.04% 242
2025
Q1 		$397K Buy
821
+47
+6% +$24.6K 0.03% 255
2024
Q4 		$412K Sell
774
-8
-1% -$4.27K 0.04% 222
2024
Q3 		$367K Buy
782
+6
+0.8% +$2.6K 0.03% 252
2024
Q2 		$331K Buy
776
+1
+0.1% +$427 0.03% 241
2024
Q1 		$340K Buy
775
+28
+4% +$11.2K 0.04% 230
2023
Q4 		$284K Sell
747
-11
-1% -$3.77K 0.03% 245
2023
Q3 		$250K Buy
758
+16
+2% +$5.46K 0.03% 243
2023
Q2 		$246K Buy
+742
New +$228K 0.03% 253

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

PDS Planning's AMP Position: Q2 2026 in Review

PDS Planning increased its Ameriprise Financial (AMP) stake by 1.3% in Q2 2026, buying an estimated $4.58K and bringing the position to 775 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #380.

PDS Planning first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $491K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • PDS Planning held 775 shares of Ameriprise Financial worth $356K as of Q2 2026.
  • PDS Planning bought 10 Ameriprise Financial shares in Q2 2026, an estimated $4.58K.
  • Ameriprise Financial made up 0.02% of PDS Planning's portfolio in Q2 2026, its #380 holding.
  • PDS Planning first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
  • PDS Planning's Ameriprise Financial position peaked at $491K in Q2 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.