PJC
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Phillip James Consulting’s Ameriprise Financial AMP Stock Holding History

Phillip James Consulting’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 		$47.3K Buy
+103
New +$47.2K 0.03% 99
2026
Q1 		– Sell
-100
Closed -$49K – 371
2025
Q4 		$49K Buy
+100
New +$47.5K 0.86% 26

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

Phillip James Consulting's AMP Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Ameriprise Financial (AMP) in Q2 2026: 103 shares worth $47.3K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings. This is a return to the name: Phillip James Consulting previously reported a position in AMP as recently as Q4 2025.

Phillip James Consulting first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $49K in Q4 2025. 1,380 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Phillip James Consulting held 103 shares of Ameriprise Financial worth $47.3K as of Q2 2026.
  • Ameriprise Financial was a new Phillip James Consulting position in Q2 2026.
  • Ameriprise Financial made up 0.03% of Phillip James Consulting's portfolio in Q2 2026, its #99 holding.
  • Phillip James Consulting first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • Phillip James Consulting's Ameriprise Financial position peaked at $49K in Q4 2025.
  • 1,380 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.