PlanVest Financial’s Ameriprise Financial AMP Stock Holding History

PlanVest Financial’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	$22.5K	Hold	49	–	–	0.02%	327
2026 Q1	$21.8K	Buy	+49	New	+$23.6K	0.02%	306

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PlanVest Financial's AMP Position: Q2 2026 in Review

PlanVest Financial held its Ameriprise Financial (AMP) position steady in Q2 2026 at 49 shares worth $22.5K. The position accounts for 0.02% of the portfolio, ranked #327.

PlanVest Financial first reported a position in AMP in Q1 2026 and has held it in 2 quarters since. 1,355 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

PlanVest Financial held 49 shares of Ameriprise Financial worth $22.5K as of Q2 2026.
PlanVest Financial left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #327 holding.
PlanVest Financial first reported a position in Ameriprise Financial in Q1 2026 and has held it in 2 quarters since.
1,355 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.