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PFS Partners’s Ameriprise Financial AMP Stock Holding History

PFS 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 		$22.9K Hold
50
– – 0.01% 289
2026
Q1 		$22.2K Hold
50
– – 0.01% 269
2025
Q4 		$24.5K Hold
50
– – 0.01% 261
2025
Q3 		$24.6K Hold
50
– – 0.01% 245
2025
Q2 		$26.7K Hold
50
– – 0.01% 209
2025
Q1 		$24.2K Hold
50
– – 0.01% 204
2024
Q4 		$26.6K Hold
50
– – 0.01% 194
2024
Q3 		$23.5K Hold
50
– – 0.01% 202
2024
Q2 		$21.4K Hold
50
– – 0.01% 191
2024
Q1 		$21.9K Sell
50
-45
-47% -$18K 0.01% 190
2023
Q4 		$36.1K Hold
95
– – 0.02% 147
2023
Q3 		$31.3K Hold
95
– – 0.03% 140
2023
Q2 		$31.6K Hold
95
– – 0.03% 150
2023
Q1 		$29.1K Hold
95
– – 0.03% 131
2022
Q4 		$29.6K Hold
95
– – 0.03% 123
2022
Q3 		$23.9K Hold
95
– – 0.03% 127
2022
Q2 		$22.6K Hold
95
– – 0.02% 137
2022
Q1 		$28.5K Hold
95
– – 0.02% 133
2021
Q4 		$28.7K Buy
+95
New +$28.1K 0.02% 134

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

PFS Partners's AMP Position: Q2 2026 in Review

PFS Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 50 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #289.

PFS Partners first reported a position in AMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $36.1K in Q4 2023. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • PFS Partners held 50 shares of Ameriprise Financial worth $22.9K as of Q2 2026.
  • PFS Partners left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of PFS Partners's portfolio in Q2 2026, its #289 holding.
  • PFS Partners first reported a position in Ameriprise Financial in Q4 2021 and has held it in 19 quarters since.
  • PFS Partners's Ameriprise Financial position peaked at $36.1K in Q4 2023.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.