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

Private Wealth Management Group’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
Q1 		– Sell
-1
Closed -$491 – 1435
2025
Q4 		$491 Hold
1
– – ﹤0.01% 1407
2025
Q3 		$492 Hold
1
– – ﹤0.01% 1421
2025
Q2 		$534 Hold
1
– – ﹤0.01% 1418
2025
Q1 		$485 Hold
1
– – ﹤0.01% 1408
2024
Q4 		$533 Hold
1
– – ﹤0.01% 1439
2024
Q3 		$470 Buy
+1
New +$434 ﹤0.01% 1432

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Management Group's AMP Position: Q1 2026 in Review

Private Wealth Management Group sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 1 share — an estimated $491 sold.

Private Wealth Management Group first reported a position in AMP in Q3 2024 and held it in 6 quarters. The position peaked at $534 in Q2 2025. 1,389 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Private Wealth Management Group reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 1 Ameriprise Financial share in Q1 2026, an estimated $491.
  • Private Wealth Management Group first reported a position in Ameriprise Financial in Q3 2024 and held it in 6 quarters.
  • Private Wealth Management Group's Ameriprise Financial position peaked at $534 in Q2 2025.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.