PL
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Plancorp LLC’s Ameriprise Financial AMP Stock Holding History

Plancorp LLC’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 		$211K Buy
+408
New +$187K 0.01% 398
2026
Q1 		– Sell
-439
Closed -$215K – 381
2025
Q4 		$215K Sell
439
-1
-0.2% -$475 0.01% 343
2025
Q3 		$216K Sell
440
-12
-3% -$6.15K 0.01% 349
2025
Q2 		$241K Buy
452
+11
+2% +$5.43K 0.01% 330
2025
Q1 		$213K Buy
441
+20
+5% +$10.5K 0.01% 333
2024
Q4 		$224K Buy
+421
New +$225K 0.01% 301

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Plancorp LLC's AMP Position: Q2 2026 in Review

Plancorp LLC opened a new position in Ameriprise Financial (AMP) in Q2 2026: 408 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in AMP as recently as Q4 2025.

Plancorp LLC first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $241K in Q2 2025. 335 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Plancorp LLC held 408 shares of Ameriprise Financial worth $211K as of Q2 2026.
  • Ameriprise Financial was a new Plancorp LLC position in Q2 2026.
  • Ameriprise Financial made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #398 holding.
  • Plancorp LLC first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • Plancorp LLC's Ameriprise Financial position peaked at $241K in Q2 2025.
  • 335 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.