Pinnacle Wealth Planning Services’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $387K | Sell |
844
-11
| -1% | -$5.04K | 0.04% | 284 |
|
|
2026
Q1 | $380K | Buy |
855
+24
| +3% | +$11.6K | 0.04% | 271 |
|
|
2025
Q4 | $407K | Sell |
831
-14
| -2% | -$6.64K | 0.04% | 251 |
|
|
2025
Q3 | $415K | Sell |
845
-14
| -2% | -$7.17K | 0.05% | 252 |
|
|
2025
Q2 | $458K | Buy |
859
+130
| +18% | +$64.2K | 0.06% | 211 |
|
|
2025
Q1 | $353K | Buy |
729
+26
| +4% | +$13.6K | 0.05% | 226 |
|
|
2024
Q4 | $374K | Sell |
703
-261
| -27% | -$139K | 0.06% | 206 |
|
|
2024
Q3 | $453K | Sell |
964
-12
| -1% | -$5.21K | 0.06% | 205 |
|
|
2024
Q2 | $417K | Sell |
976
-1
| -0.1% | -$427 | 0.06% | 211 |
|
|
2024
Q1 | $428K | Sell |
977
-3
| -0.3% | -$1.2K | 0.06% | 220 |
|
|
2023
Q4 | $372K | Sell |
980
-1
| -0.1% | -$343 | 0.06% | 219 |
|
|
2023
Q3 | $323K | Sell |
981
-4
| -0.4% | -$1.36K | 0.05% | 239 |
|
|
2023
Q2 | $327K | Sell |
985
-6
| -0.6% | -$1.84K | 0.05% | 245 |
|
|
2023
Q1 | $304K | Sell |
991
-12
| -1% | -$3.93K | 0.05% | 265 |
|
|
2022
Q4 | $312K | Buy |
1,003
+80
| +9% | +$24.4K | 0.06% | 255 |
|
|
2022
Q3 | $232K | Buy |
923
+7
| +0.8% | +$1.84K | 0.04% | 291 |
|
|
2022
Q2 | $218K | Buy |
916
+10
| +1% | +$2.68K | 0.04% | 322 |
|
|
2022
Q1 | $272K | Sell |
906
-5
| -0.5% | -$1.51K | 0.05% | 288 |
|
|
2021
Q4 | $275K | Buy |
911
+99
| +12% | +$29.3K | 0.05% | 276 |
|
|
2021
Q3 | $214K | Buy |
812
+5
| +0.6% | +$1.31K | 0.05% | 317 |
|
|
2021
Q2 | $201K | Buy |
+807
| New | +$203K | 0.05% | 319 |
|
|
2021
Q1 | – | Sell |
-808
| Closed | -$157K | – | 418 |
|
|
2020
Q4 | $157K | Buy |
+808
| New | +$145K | 0.04% | 332 |
|
|
2020
Q1 | – | Sell |
-2,085
| Closed | -$347K | – | 239 |
|
|
2019
Q4 | $347K | Sell |
2,085
-14
| -0.7% | -$2.17K | 0.16% | 131 |
|
|
2019
Q3 | $308K | Buy |
2,099
+440
| +27% | +$61.7K | 0.17% | 122 |
|
|
2019
Q2 | $241K | Sell |
1,659
-4
| -0.2% | -$578 | 0.15% | 139 |
|
|
2019
Q1 | $213K | Buy |
+1,663
| New | +$206K | 0.14% | 139 |
|
|
2018
Q4 | – | Sell |
-1,668
| Closed | -$246K | – | 146 |
|
|
2018
Q3 | $246K | Buy |
1,668
+25
| +2% | +$3.58K | 0.22% | 141 |
|
|
2018
Q2 | $229K | Buy |
1,643
+120
| +8% | +$17K | 0.22% | 147 |
|
|
2018
Q1 | $226K | Buy |
1,523
+1,195
| +364% | +$195K | 0.23% | 147 |
|
|
2017
Q4 | $55K | Buy |
+328
| New | +$52.6K | 0.11% | 122 |
|
Other funds holding AMP
Pinnacle Wealth Planning Services's AMP Position: Q2 2026 in Review
Pinnacle Wealth Planning Services reduced its Ameriprise Financial (AMP) stake by 1.3% in Q2 2026, selling an estimated $5.04K and leaving 844 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #284.
Pinnacle Wealth Planning Services first reported a position in AMP in Q4 2017 and has held it in 30 quarters since. The position peaked at $458K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- Pinnacle Wealth Planning Services held 844 shares of Ameriprise Financial worth $387K as of Q2 2026.
- Pinnacle Wealth Planning Services sold 11 Ameriprise Financial shares in Q2 2026, an estimated $5.04K.
- Ameriprise Financial made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #284 holding.
- Pinnacle Wealth Planning Services first reported a position in Ameriprise Financial in Q4 2017 and has held it in 30 quarters since.
- Pinnacle Wealth Planning Services's Ameriprise Financial position peaked at $458K in Q2 2025.
- 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.