Pin Oak Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Pin Oak Investment Advisors’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	$332K	Hold	746	–	–	0.23%	78
2025 Q4	$405K	Hold	746	–	–	0.28%	67
2025 Q3	$366K	Sell	746 -42	-5%	-$21.5K	0.26%	71
2025 Q2	$381K	Hold	788	–	–	0.32%	59
2025 Q1	$380K	Hold	788	–	–	0.29%	63
2024 Q4	$370K	Hold	788	–	–	0.34%	52
2024 Q3	$370K	Hold	788	–	–	0.34%	52
2024 Q2	$337K	Hold	788	–	–	0.32%	52
2024 Q1	$345K	Buy	788 +676	+604%	+$271K	0.33%	57
2023 Q4	$43K	Hold	112	–	–	0.04%	175
2023 Q3	$37K	Hold	112	–	–	0.04%	180
2023 Q2	$37K	Hold	112	–	–	0.04%	192
2023 Q1	$34K	Hold	112	–	–	0.04%	190
2022 Q4	$35K	Hold	112	–	–	0.04%	168
2022 Q3	$28K	Hold	112	–	–	0.04%	177
2022 Q2	$27K	Hold	112	–	–	0.03%	191
2022 Q1	$34K	Hold	112	–	–	0.04%	193
2021 Q4	$34K	Hold	112	–	–	0.03%	203
2021 Q3	$30K	Hold	112	–	–	0.03%	211
2021 Q2	$28K	Hold	112	–	–	0.03%	214
2021 Q1	$26K	Sell	112 -36	-24%	-$7.78K	0.02%	226
2020 Q4	$29K	Hold	148	–	–	0.02%	227
2020 Q3	$23K	Hold	148	–	–	0.02%	220
2020 Q2	$22K	Hold	148	–	–	0.02%	217
2020 Q1	$15K	Buy	148 +3	+2%	+$444	0.02%	244
2019 Q4	$24K	Hold	145	–	–	0.02%	240
2019 Q3	$21K	Sell	145 -1	-0.7%	-$140	0.02%	250
2019 Q2	$21K	Hold	146	–	–	0.02%	263
2019 Q1	$19K	Hold	146	–	–	0.02%	256
2018 Q4	$15K	Buy	+146	New	+$18.3K	0.01%	273

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pin Oak Investment Advisors's AMP Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Ameriprise Financial (AMP) position steady in Q1 2026 at 746 shares worth $332K. The position accounts for 0.23% of the portfolio, ranked #78.

Pin Oak Investment Advisors first reported a position in AMP in Q4 2018 and has held it in 30 quarters since. The position peaked at $405K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Pin Oak Investment Advisors held 746 shares of Ameriprise Financial worth $332K as of Q1 2026.
Pin Oak Investment Advisors left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.23% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #78 holding.
Pin Oak Investment Advisors first reported a position in Ameriprise Financial in Q4 2018 and has held it in 30 quarters since.
Pin Oak Investment Advisors's Ameriprise Financial position peaked at $405K in Q4 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.