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Perfromance Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Perfromance Wealth 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 		$396K Hold
890
– – 0.01% 143
2025
Q4 		$436K Hold
890
– – 0.01% 132
2025
Q3 		$437K Buy
+890
New +$456K 0.01% 133

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

Perfromance Wealth Partners's AMP Position: Q1 2026 in Review

Perfromance Wealth Partners held its Ameriprise Financial (AMP) position steady in Q1 2026 at 890 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #143.

Perfromance Wealth Partners first reported a position in AMP in Q3 2025 and has held it in 3 quarters since. The position peaked at $437K in Q3 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Perfromance Wealth Partners held 890 shares of Ameriprise Financial worth $396K as of Q1 2026.
  • Perfromance Wealth Partners left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Perfromance Wealth Partners first reported a position in Ameriprise Financial in Q3 2025 and has held it in 3 quarters since.
  • Perfromance Wealth Partners's Ameriprise Financial position peaked at $437K in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.