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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
Q2 		$405K Sell
883
-7
-0.8% -$3.21K 0.01% 154
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 $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

Perfromance Wealth Partners's AMP Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Ameriprise Financial (AMP) stake by 0.79% in Q2 2026, selling an estimated $3.21K and leaving 883 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #154.

Perfromance Wealth Partners first reported a position in AMP in Q3 2025 and has held it in 4 quarters since. The position peaked at $437K in Q3 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Perfromance Wealth Partners held 883 shares of Ameriprise Financial worth $405K as of Q2 2026.
  • Perfromance Wealth Partners sold 7 Ameriprise Financial shares in Q2 2026, an estimated $3.21K.
  • Ameriprise Financial made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Perfromance Wealth Partners first reported a position in Ameriprise Financial in Q3 2025 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Ameriprise Financial position peaked at $437K in Q3 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.