Parkshore Wealth Management, Inc. AMP — AMERIPRISE FINL INC

Ownership history in Parkshore Wealth Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Parkshore Wealth Management, Inc. reported AMERIPRISE FINL INC (AMP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2024 Q4. The latest visible filing shows AMP at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Parkshore Wealth Management, Inc.'s position in AMERIPRISE FINL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMP was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMP stock page Parkshore Wealth Management, Inc. fund profile Parkshore Wealth Management, Inc. full holdings
How Parkshore Wealth Management, Inc. held AMP — position size vs. price
% of Fund (quarterly)    AMP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,616 — 0% 0.24% $718K 2026-05-13 $469.18
2025 Q4 ADDED — — — 1,616 +6 +0.4% 0.30% $792K 2026-02-09 $537.15
2025 Q3 ADDED — — — 1,610 +5 +0.3% 0.32% $791K 2025-11-14 $454.99
2025 Q2 ADDED — — — 1,605 +5 +0.3% 0.42% $857K 2025-07-14 $531.88
2025 Q1 ADDED — — — 1,600 +4 +0.3% 0.45% $775K 2025-05-29 $503.20
2024 Q4 INITIATED — — — 1,596 — — 0.51% $850K 2025-02-14 $536.96

🏢 Other funds also holding AMP

As of 2026 Q1 — sorted by position size

Maj Invest Holding A/S 3Y 7Y 5.82% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 4.98% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 4.53% Gator Capital Management, LLC 3Y 7Y 3.46% TrinityBridge Ltd 3Y 7Y 3.32% GS Investments, Inc. 3Y 7Y 2.68% BIRCH FINANCIAL GROUP, LLC 2.64% EDMP, INC. 3Y 7Y 2.61% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 2.43% TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 3Y 7Y 2.16%

FAQ About Parkshore Wealth Management, Inc. and AMP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Parkshore Wealth Management, Inc. reported owning AMP?

Parkshore Wealth Management, Inc. reported AMP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AMP position in Parkshore Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for AMP was 0.51% in 2024 Q4.

What is the latest reported AMP position on this page?

The most recent filing on this page is 2026 Q1, when Parkshore Wealth Management, Inc. reported 1,616 shares, equal to 0.24% of portfolio, with an estimated market value of $718K.

What does the chart on this AMP ownership page compare?

The chart compares Parkshore Wealth Management, Inc.'s quarterly AMP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Parkshore Wealth Management, Inc. time their AMP position?

Based on 13F filing dates vs. subsequent AMP price moves, Parkshore Wealth Management, Inc. correctly timed 2 out of 5 reported position changes (40%).

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