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Pinnacle Associates’s Ameriprise Financial AMP Stock Holding History

Pinnacle Associates’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 		$792K Sell
1,727
-73
-4% -$33.5K 0.01% 590
2026
Q1 		$800K Buy
1,800
+302
+20% +$146K 0.01% 561
2025
Q4 		$735K Buy
1,498
+185
+14% +$87.8K 0.01% 579
2025
Q3 		$645K Buy
1,313
+68
+5% +$34.9K 0.01% 589
2025
Q2 		$664K Sell
1,245
-129
-9% -$63.7K 0.01% 576
2025
Q1 		$665K Buy
1,374
+21
+2% +$11K 0.01% 558
2024
Q4 		$720K Buy
1,353
+209
+18% +$112K 0.01% 532
2024
Q3 		$434K Sell
1,144
-246
-18% -$107K 0.01% 594
2024
Q2 		$594K Sell
1,390
-55
-4% -$23.5K 0.01% 551
2024
Q1 		$633K Buy
1,445
+301
+26% +$121K 0.01% 548
2023
Q4 		$434K Buy
1,144
+45
+4% +$15.4K 0.01% 602
2023
Q3 		$362K Buy
1,099
+67
+6% +$22.9K 0.01% 618
2023
Q2 		$343K Sell
1,032
-202
-16% -$62.1K 0.01% 646
2023
Q1 		$378K Buy
1,234
+268
+28% +$87.8K 0.01% 578
2022
Q4 		$301K Buy
966
+23
+2% +$7.01K 0.01% 606
2022
Q3 		$238K Buy
+943
New +$248K 0.01% 659
2022
Q2 		– Sell
-694
Closed -$208K – 749
2022
Q1 		$208K Sell
694
-90
-11% -$27.2K ﹤0.01% 750
2021
Q4 		$236K Hold
784
– – ﹤0.01% 724
2021
Q3 		$207K Sell
784
-156
-17% -$40.8K ﹤0.01% 727
2021
Q2 		$234K Buy
940
+1
+0.1% +$252 ﹤0.01% 696
2021
Q1 		$218K Buy
+939
New +$203K ﹤0.01% 684
2020
Q1 		– Sell
-1,724
Closed -$287K – 657
2019
Q4 		$287K Sell
1,724
-155
-8% -$24K 0.01% 616
2019
Q3 		$276K Sell
1,879
-45
-2% -$6.31K 0.01% 619
2019
Q2 		$279K Sell
1,924
-160
-8% -$23.1K 0.01% 613
2019
Q1 		$267K Buy
2,084
+90
+5% +$11.2K 0.01% 616
2018
Q4 		$208K Buy
+1,994
New +$250K 0.01% 640

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

Pinnacle Associates's AMP Position: Q2 2026 in Review

Pinnacle Associates reduced its Ameriprise Financial (AMP) stake by 4.1% in Q2 2026, selling an estimated $33.5K and leaving 1,727 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #590.

Pinnacle Associates first reported a position in AMP in Q4 2018 and has held it in 26 quarters since. The position peaked at $800K in Q1 2026. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Pinnacle Associates held 1,727 shares of Ameriprise Financial worth $792K as of Q2 2026.
  • Pinnacle Associates sold 73 Ameriprise Financial shares in Q2 2026, an estimated $33.5K.
  • Ameriprise Financial made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #590 holding.
  • Pinnacle Associates first reported a position in Ameriprise Financial in Q4 2018 and has held it in 26 quarters since.
  • Pinnacle Associates's Ameriprise Financial position peaked at $800K in Q1 2026.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.