Premier Path Wealth Partners
AMP icon

Premier Path Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Premier Path Wealth Partners’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
Q3 		$924K Buy
1,876
+308
+20% +$166K 0.11% 179
2026
Q2 		$719K Buy
1,568
+116
+8% +$53.2K 0.08% 205
2026
Q1 		$645K Buy
1,452
+130
+10% +$62.6K 0.08% 222
2025
Q4 		$648K Sell
1,322
-13
-1% -$6.17K 0.08% 219
2025
Q3 		$656K Sell
1,335
-1
-0.1% -$513 0.08% 227
2025
Q2 		$713K Buy
1,336
+31
+2% +$15.3K 0.1% 210
2025
Q1 		$632K Buy
1,305
+12
+0.9% +$6.29K 0.1% 205
2024
Q4 		$688K Buy
1,293
+12
+0.9% +$6.4K 0.1% 191
2024
Q3 		$602K Sell
1,281
-2
-0.2% -$868 0.09% 208
2024
Q2 		$548K Hold
1,283
– – 0.09% 211
2024
Q1 		$563K Sell
1,283
-31
-2% -$12.4K 0.11% 188
2023
Q4 		$488K Buy
+1,314
New +$451K 0.11% 195

Other funds holding AMP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Premier Path Wealth Partners's AMP Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Ameriprise Financial (AMP) stake by 20% in Q3 2026, buying an estimated $166K and bringing the position to 1,876 shares worth $924K. The position accounts for 0.11% of the portfolio, ranked #179.

Premier Path Wealth Partners first reported a position in AMP in Q4 2023 and has held it in 12 quarters since. 780 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Premier Path Wealth Partners held 1,876 shares of Ameriprise Financial worth $924K as of Q3 2026.
  • Premier Path Wealth Partners bought 308 Ameriprise Financial shares in Q3 2026, an estimated $166K.
  • Ameriprise Financial made up 0.11% of Premier Path Wealth Partners's portfolio in Q3 2026, its #179 holding.
  • Premier Path Wealth Partners first reported a position in Ameriprise Financial in Q4 2023 and has held it in 12 quarters since.
  • 780 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.