Ameriprise
XP icon

Ameriprise’s XP XP Stock Holding History

Ameriprise’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Buy
581,867
+34,387
+6% +$665K ﹤0.01% 1855
2025
Q4 		$8.96M Sell
547,480
-1,328,509
-71% -$23.4M ﹤0.01% 1999
2025
Q3 		$35.3M Sell
1,875,989
-295,889
-14% -$5.31M 0.01% 1068
2025
Q2 		$43.9M Buy
2,171,878
+592,212
+37% +$10.2M 0.01% 930
2025
Q1 		$21.7M Buy
1,579,666
+249,767
+19% +$3.44M 0.01% 1257
2024
Q4 		$15.7M Buy
1,329,899
+110,948
+9% +$1.75M ﹤0.01% 1495
2024
Q3 		$21.4M Buy
1,218,951
+22,431
+2% +$409K 0.01% 1295
2024
Q2 		$21M Buy
1,196,520
+181,286
+18% +$3.75M 0.01% 1249
2024
Q1 		$26M Buy
1,015,234
+30,672
+3% +$769K 0.01% 1145
2023
Q4 		$25.7M Buy
984,562
+960,164
+3,935% +$21.9M 0.01% 1115
2023
Q3 		$563K Buy
24,398
+607
+3% +$15.2K ﹤0.01% 3359
2023
Q2 		$558K Sell
23,791
-20,495
-46% -$348K ﹤0.01% 3395
2023
Q1 		$526K Sell
44,286
-884,066
-95% -$12.6M ﹤0.01% 3416
2022
Q4 		$14.2M Sell
928,352
-1,302,980
-58% -$22.8M ﹤0.01% 1448
2022
Q3 		$42.4M Sell
2,231,332
-25,244
-1% -$501K 0.02% 763
2022
Q2 		$40.5M Buy
2,256,576
+122,159
+6% +$2.81M 0.01% 813
2022
Q1 		$64.2M Buy
2,134,417
+164,705
+8% +$5.14M 0.02% 692
2021
Q4 		$56.6M Buy
1,969,712
+211,065
+12% +$6.87M 0.02% 784
2021
Q3 		$70.6M Buy
1,758,647
+45,763
+3% +$2.04M 0.02% 625
2021
Q2 		$74.6M Buy
1,712,884
+68,898
+4% +$2.85M 0.02% 630
2021
Q1 		$61.9M Buy
1,643,986
+13,133
+0.8% +$561K 0.02% 687
2020
Q4 		$64.7M Buy
1,630,853
+531,036
+48% +$21.7M 0.02% 630
2020
Q3 		$45.8M Buy
1,099,817
+292,759
+36% +$13.4M 0.02% 679
2020
Q2 		$33.9M Sell
807,058
-803,335
-50% -$24.6M 0.01% 773
2020
Q1 		$31M Sell
1,610,393
-883,741
-35% -$29.9M 0.02% 725
2019
Q4 		$95.9M Buy
+2,494,134
New +$93.6M 0.04% 430

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ameriprise's XP Position: Q1 2026 in Review

Ameriprise increased its XP (XP) stake by 6.3% in Q1 2026, buying an estimated $665K and bringing the position to 581,867 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Ameriprise first reported a position in XP in Q4 2019 and has held it in 26 quarters since. The position peaked at $95.9M in Q4 2019. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Ameriprise held 581,867 shares of XP worth $11.1M as of Q1 2026.
  • Ameriprise bought 34,387 XP shares in Q1 2026, an estimated $665K.
  • XP made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1855 holding.
  • Ameriprise first reported a position in XP in Q4 2019 and has held it in 26 quarters since.
  • Ameriprise's XP position peaked at $95.9M in Q4 2019.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.