Pinnacle Wealth Management Advisory Group, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1631864
RED BANK, NJ
Position in AMP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$392,239
-$152,151 QoQ
Shares Held
855
-30.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#862
of 1,374 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $10,228,337 across 9 Asset Management names. AMP ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,193 | $6,916,501 | |
| 2 | TROW |
Price T Rowe Group Inc
|
4,681 | $532,182 | |
| 3 | BX |
Blackstone Inc.
|
4,161 | $489,624 | |
| 4 | NTRS |
Northern Trust Corp
|
2,704 | $470,063 | |
| 5 | OTF |
Blue Owl Technology Finance Corp.
|
44,161 | $457,066 | |
| 6 | STT |
State Street Corp
|
2,427 | $411,619 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
855 | $392,239 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,282 | $346,932 |
All Filings in AMP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,239 | 855 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $544,390 | 1,225 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $432,479 | 882 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $358,612 | 730 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $391,224 | 733 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $344,686 | 712 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $367,909 | 691 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $340,142 | 724 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $310,994 | 728 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $326,199 | 744 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $302,344 | 796 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $267,700 | 812 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $244,469 | 736 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $278,302 | 908 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $235,084 | 755 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||