PWMAG
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Pinnacle Wealth Management Advisory Group’s Ameriprise Financial AMP Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$545K Buy
1,225
+343
+39% +$165K 0.04% 258
2025
Q4 		$432K Buy
882
+152
+21% +$72.1K 0.03% 303
2025
Q3 		$359K Sell
730
-3
-0.4% -$1.54K 0.03% 279
2025
Q2 		$391K Buy
733
+21
+3% +$10.4K 0.03% 256
2025
Q1 		$345K Buy
712
+21
+3% +$11K 0.03% 266
2024
Q4 		$368K Sell
691
-33
-5% -$17.6K 0.03% 250
2024
Q3 		$340K Sell
724
-4
-0.5% -$1.74K 0.03% 257
2024
Q2 		$311K Sell
728
-16
-2% -$6.83K 0.03% 261
2024
Q1 		$326K Sell
744
-52
-7% -$20.8K 0.04% 245
2023
Q4 		$302K Sell
796
-16
-2% -$5.49K 0.04% 243
2023
Q3 		$268K Buy
812
+76
+10% +$25.9K 0.03% 251
2023
Q2 		$244K Sell
736
-172
-19% -$52.9K 0.03% 276
2023
Q1 		$278K Buy
908
+153
+20% +$50.1K 0.04% 246
2022
Q4 		$235K Buy
+755
New +$230K 0.04% 262
2020
Q1 		– Sell
-1,325
Closed -$221K – 162
2019
Q4 		$221K Sell
1,325
-195
-13% -$30.2K 0.08% 168
2019
Q3 		$224K Sell
1,520
-45
-3% -$6.31K 0.09% 161
2019
Q2 		$227K Sell
1,565
-160
-9% -$23.1K 0.1% 170
2019
Q1 		$221K Buy
+1,725
New +$214K 0.1% 165

Other funds holding AMP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's AMP Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Ameriprise Financial (AMP) stake by 39% in Q1 2026, buying an estimated $165K and bringing the position to 1,225 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #258.

Pinnacle Wealth Management Advisory Group first reported a position in AMP in Q1 2019 and has held it in 18 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,225 shares of Ameriprise Financial worth $545K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 343 Ameriprise Financial shares in Q1 2026, an estimated $165K.
  • Ameriprise Financial made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #258 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Ameriprise Financial in Q1 2019 and has held it in 18 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.