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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PDS Planning's AMP Position: Q1 2026 in Review

PDS Planning reduced its Ameriprise Financial (AMP) stake by 2.8% in Q1 2026, selling an estimated $10.6K and leaving 765 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #362.

PDS Planning first reported a position in AMP in Q2 2023 and has held it in 12 quarters since. The position peaked at $491K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • PDS Planning held 765 shares of Ameriprise Financial worth $340K as of Q1 2026.
  • PDS Planning sold 22 Ameriprise Financial shares in Q1 2026, an estimated $10.6K.
  • Ameriprise Financial made up 0.02% of PDS Planning's portfolio in Q1 2026, its #362 holding.
  • PDS Planning first reported a position in Ameriprise Financial in Q2 2023 and has held it in 12 quarters since.
  • PDS Planning's Ameriprise Financial position peaked at $491K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.