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Perbak Capital Partners’s Ameriprise Financial AMP Stock Holding History

Perbak Capital Partners’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 		– Sell
-814
Closed -$399K – 299
2025
Q4 		$399K Sell
814
-903
-53% -$429K 0.12% 97
2025
Q3 		$843K Buy
+1,717
New +$880K 0.15% 154

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Aristotle Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
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AQR Capital Management
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perbak Capital Partners's AMP Position: Q1 2026 in Review

Perbak Capital Partners sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 814 shares — an estimated $399K sold.

Perbak Capital Partners first reported a position in AMP in Q3 2025 and held it in 2 quarters. The position peaked at $843K in Q3 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Perbak Capital Partners reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 814 Ameriprise Financial shares in Q1 2026, an estimated $399K.
  • Perbak Capital Partners first reported a position in Ameriprise Financial in Q3 2025 and held it in 2 quarters.
  • Perbak Capital Partners's Ameriprise Financial position peaked at $843K in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Perbak Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.