Private Wealth Asset Management’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$402K Hold
877
0.04% 194
2026
Q1
$390K Sell
877
-1
-0.1% -$482 0.04% 191
2025
Q4
$431K Hold
878
0.05% 181
2025
Q3
$431K Hold
878
0.05% 173
2025
Q2
$469K Sell
878
-600
-41% -$296K 0.06% 167
2025
Q1
$716K Buy
+1,478
New +$775K 0.1% 125

Other funds holding AMP

Private Wealth Asset Management's AMP Position: Q2 2026 in Review

Private Wealth Asset Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 877 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #194.

Private Wealth Asset Management first reported a position in AMP in Q1 2025 and has held it in 6 quarters since. The position peaked at $716K in Q1 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Private Wealth Asset Management held 877 shares of Ameriprise Financial worth $402K as of Q2 2026.
  • Private Wealth Asset Management left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #194 holding.
  • Private Wealth Asset Management first reported a position in Ameriprise Financial in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Ameriprise Financial position peaked at $716K in Q1 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.