PCM
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Pennsylvania Capital Management’s Ameriprise Financial AMP Stock Holding History

Pennsylvania Capital 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
Q2 		$737K Hold
1,606
– – 0.19% 58
2026
Q1 		$714K Hold
1,606
– – 0.2% 58
2025
Q4 		$787K Hold
1,606
– – 0.22% 54
2025
Q3 		$789K Hold
1,606
– – 0.23% 57
2025
Q2 		$857K Hold
1,606
– – 0.27% 57
2025
Q1 		$777K Sell
1,606
-4
-0.2% -$2.1K 0.29% 47
2024
Q4 		$857K Buy
1,610
+3
+0.2% +$1.6K 0.29% 44
2024
Q3 		$755K Buy
1,607
+1
+0.1% +$434 0.27% 44
2024
Q2 		$686K Sell
1,606
-127
-7% -$54.3K 0.26% 45
2024
Q1 		$760K Hold
1,733
– – 0.31% 44
2023
Q4 		$658K Sell
1,733
-4
-0.2% -$1.37K 0.26% 48
2023
Q3 		$573K Buy
1,737
+2
+0.1% +$683 0.24% 50
2023
Q2 		$576K Sell
1,735
-226
-12% -$69.5K 0.25% 47
2023
Q1 		$601K Hold
1,961
– – 0.29% 45
2022
Q4 		$647K Hold
1,961
– – 0.34% 45
2022
Q3 		$494K Hold
1,961
– – 0.27% 48
2022
Q2 		$466K Hold
1,961
– – 0.25% 49
2022
Q1 		$589K Hold
1,961
– – 0.25% 47
2021
Q4 		$592K Hold
1,961
– – 0.2% 60
2021
Q3 		$585K Buy
+1,961
New +$513K 0.26% 51

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pennsylvania Capital Management's AMP Position: Q2 2026 in Review

Pennsylvania Capital Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,606 shares worth $737K. The position accounts for 0.19% of the portfolio, ranked #58.

Pennsylvania Capital Management first reported a position in AMP in Q3 2021 and has held it in 20 quarters since. The position peaked at $857K in Q4 2024. 576 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Pennsylvania Capital Management held 1,606 shares of Ameriprise Financial worth $737K as of Q2 2026.
  • Pennsylvania Capital Management left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.19% of Pennsylvania Capital Management's portfolio in Q2 2026, its #58 holding.
  • Pennsylvania Capital Management first reported a position in Ameriprise Financial in Q3 2021 and has held it in 20 quarters since.
  • Pennsylvania Capital Management's Ameriprise Financial position peaked at $857K in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.