Planning Strategies Inc.’s Ameriprise Financial AMP Stock Holding History

Planning Strategies Inc.’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	$1.38K	Buy	+3	New	+$1.38K	﹤0.01%	678

Other funds holding AMP

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Planning Strategies Inc.'s AMP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Ameriprise Financial (AMP) in Q2 2026: 3 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings.

503 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Planning Strategies Inc. held 3 shares of Ameriprise Financial worth $1.38K as of Q2 2026.
Ameriprise Financial was a new Planning Strategies Inc. position in Q2 2026.
Ameriprise Financial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #678 holding.
503 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.