Principia Wealth Advisory’s Ameriprise Financial AMP Stock Holding History

Principia Wealth Advisory’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	$1.83K	Hold	4	–	–	﹤0.01%	615
2026 Q1	$1.78K	Hold	4	–	–	﹤0.01%	548
2025 Q4	$1.96K	Buy	4 +1	+33%	+$475	﹤0.01%	473
2025 Q3	$1.47K	Sell	3 -1	-25%	-$513	﹤0.01%	514
2025 Q2	$2.13K	Hold	4	–	–	﹤0.01%	369
2025 Q1	$1.89K	Buy	4 +2	+100%	+$1.05K	﹤0.01%	290
2024 Q4	$1.06K	Buy	+2	New	+$1.07K	﹤0.01%	351

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

Principia Wealth Advisory's AMP Position: Q2 2026 in Review

Principia Wealth Advisory held its Ameriprise Financial (AMP) position steady in Q2 2026 at 4 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Principia Wealth Advisory first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.13K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Principia Wealth Advisory held 4 shares of Ameriprise Financial worth $1.83K as of Q2 2026.
Principia Wealth Advisory left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #615 holding.
Principia Wealth Advisory first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Ameriprise Financial position peaked at $2.13K in Q2 2025.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.