PWPS
AMP icon

Pinnacle Wealth Planning Services’s Ameriprise Financial AMP Stock Holding History

Pinnacle Wealth Planning Services’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 		$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

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 Planning Services's AMP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ameriprise Financial (AMP) stake by 2.9% in Q1 2026, buying an estimated $11.6K and bringing the position to 855 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #271.

Pinnacle Wealth Planning Services first reported a position in AMP in Q4 2017 and has held it in 29 quarters since. The position peaked at $458K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 855 shares of Ameriprise Financial worth $380K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 24 Ameriprise Financial shares in Q1 2026, an estimated $11.6K.
  • Ameriprise Financial made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #271 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ameriprise Financial in Q4 2017 and has held it in 29 quarters since.
  • Pinnacle Wealth Planning Services's Ameriprise Financial position peaked at $458K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.