아메리프라이즈 파이낸셜, Inc.
MX ˙ BMV ˙ US03076C1062
SecurityMX:AMP / Ameriprise Financial, Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership855 shares
Latest Disclosed Value $ 379,962
Pinnacle Wealth Planning Services, Inc. reports 2.89% increase in ownership of AMP / Ameriprise Financial, Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 855 shares of Ameriprise Financial, Inc. (MX:AMP) valued at $379,962 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 831 shares of Ameriprise Financial, Inc.. This represents a change in shares of 2.89% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F AMERIPRISE FINL COM 03076C106 855 24 2.89 380 -6.88 0.0393
2026-02-13 2025-12-31 13F AMERIPRISE FINL COM 03076C106 831 -14 -1.66 407 -1.93 0.0425
2025-11-13 2025-09-30 13F AMERIPRISE FINL COM 03076C106 845 -14 -1.63 415 -9.39 0.0486
2025-08-11 2025-06-30 13F AMERIPRISE FINL COM 03076C106 859 130 17.83 458 30.11 0.0603
2025-05-15 2025-03-31 13F AMERIPRISE FINL COM 03076C106 729 26 3.70 353 -5.88 0.0531
2025-02-27 2024-12-31 13F/A-1 AMERIPRISE FINL COM 03076C106 703 -261 -27.07 374 -17.26 0.0562
2025-02-06 2024-12-31 13F AMERIPRISE FINL COM 03076C106 703 -261 374 0.0523
2024-11-13 2024-09-30 13F AMERIPRISE FINANCIAL Stock 03076C106 964 -12 -1.23 453 8.65 0.0615
2024-08-09 2024-06-30 13F AMERIPRISE FINANCIAL Stock 03076C106 976 -1 -0.10 417 -2.80 0.0596
2024-05-10 2024-03-31 13F AMERIPRISE FINANCIAL Stock 03076C106 977 -3 -0.31 428 15.05 0.0628
2024-02-08 2023-12-31 13F AMERIPRISE FINANCIAL Stock 03076C106 980 -1 -0.10 372 15.17 0.0585
2023-11-08 2023-09-30 13F AMERIPRISE FINANCIAL Stock 03076C106 981 -4 -0.41 323 -1.22 0.0533
2023-08-07 2023-06-30 13F AMERIPRISE FINANCIAL Stock 03076C106 985 -6 -0.61 327 7.92 0.0528
2023-05-03 2023-03-31 13F AMERIPRISE FINANCIAL Stock 03076C106 991 -12 -1.20 304 -2.88 0.0505
2023-02-13 2022-12-31 13F AMERIPRISE FINANCIAL Stock 03076C106 1,003 80 8.67 312 34.48 0.0555
2022-11-09 2022-09-30 13F AMERIPRISE FINANCIAL Stock 03076C106 923 7 0.76 232 6.42 0.0429
2022-08-03 2022-06-30 13F AMERIPRISE FINANCIAL Stock 03076C106 916 10 1.10 218 -19.85 0.0392
2022-04-20 2022-03-31 13F AMERIPRISE FINANCIAL Stock 03076C106 906 -5 -0.55 272 -1.09 0.0496
2022-01-21 2021-12-31 13F AMERIPRISE FINANCIAL Stock 03076C106 911 99 12.19 275 28.50 0.0537
2021-10-29 2021-09-30 13F AMERIPRISE FINANCIAL Stock 03076C106 812 5 0.62 214 6.47 0.0473
2021-08-02 2021-06-30 13F AMERIPRISE FINANCIAL Stock 03076C106 807 807 201 0.0467
2021-04-29 2021-03-31 13F AMERIPRISE FINANCIAL Stock 03076C106 0 -808 -100.00 0 -100.00
2021-02-12 2020-12-31 13F AMERIPRISE FINANCIAL Stock 03076C106 808 808 157 0.0375
2020-05-11 2020-03-31 13F AMERIPRISE FINANCIAL Stock 03076C106 0 -2,085 -100.00 0 -100.00
2020-02-07 2019-12-31 13F AMERIPRISE FINANCIAL Stock 03076C106 2,085 -14 -0.67 347 12.66 0.1632
2019-10-31 2019-09-30 13F AMERIPRISE FINANCIAL Stock 03076C106 2,099 440 26.52 308 27.80 0.1677
2019-08-06 2019-06-30 13F AMERIPRISE FINANCIAL Stock 03076C106 1,659 -4 -0.24 241 13.15 0.1454
2019-05-08 2019-03-31 13F AMERIPRISE FINANCIAL Stock 03076C106 1,663 1,663 0.24 213 -11.62 0.1430
2019-03-01 2018-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 0 -1,668 -100.00 0 -100.00
2019-02-28 2018-09-30 13F AMERIPRISE FINANCIAL Stock 03076C106 1,668 25 1.52 246 7.42 0.2249
2019-02-28 2018-06-30 13F AMERIPRISE FINANCIAL Stock 03076C106 1,643 120 7.88 229 1.33 0.2224
2019-02-28 2018-03-31 13F AMERIPRISE FINANCIAL Stock 03076C106 1,523 1,195 364.33 226 310.91 0.2325
2018-02-12 2017-12-31 13F AMERIPRISE FINL INC COM Stock 03076C106 328 328 55 0.1120
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.