Auxier Asset Management’s Ameriprise Financial AMP Stock Holding History

Auxier Asset Management’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 Q1	$2.22M	Sell	4,988 -40	-0.8%	-$19.3K	0.32%	73
2025 Q4	$2.47M	Sell	5,028 -13	-0.3%	-$6.17K	0.35%	69
2025 Q3	$2.48M	Sell	5,041 -40	-0.8%	-$20.5K	0.35%	70
2025 Q2	$2.71M	Hold	5,081	–	–	0.4%	63
2025 Q1	$2.46M	Hold	5,081	–	–	0.37%	64
2024 Q4	$2.71M	Hold	5,081	–	–	0.42%	59
2024 Q3	$2.39M	Hold	5,081	–	–	0.35%	71
2024 Q2	$2.17M	Buy	5,081 +680	+15%	+$290K	0.34%	71
2024 Q1	$1.93M	Hold	4,401	–	–	0.29%	80
2023 Q4	$1.67M	Sell	4,401 -67	-1%	-$23K	0.27%	82
2023 Q3	$1.47M	Sell	4,468 -70	-2%	-$23.9K	0.25%	83
2023 Q2	$1.51M	Hold	4,538	–	–	0.25%	85
2023 Q1	$1.39M	Hold	4,538	–	–	0.24%	88
2022 Q4	$1.41M	Hold	4,538	–	–	0.24%	87
2022 Q3	$1.14M	Hold	4,538	–	–	0.22%	91
2022 Q2	$1.08M	Hold	4,538	–	–	0.19%	94
2022 Q1	$1.36M	Hold	4,538	–	–	0.22%	92
2021 Q4	$1.37M	Hold	4,538	–	–	0.21%	97
2021 Q3	$1.2M	Hold	4,538	–	–	0.2%	98
2021 Q2	$1.13M	Hold	4,538	–	–	0.19%	99
2021 Q1	$1.05M	Sell	4,538 -100	-2%	-$21.6K	0.18%	101
2020 Q4	$901K	Hold	4,638	–	–	0.17%	101
2020 Q3	$715K	Hold	4,638	–	–	0.15%	103
2020 Q2	$696K	Sell	4,638 -50	-1%	-$6.41K	0.15%	102
2020 Q1	$480K	Hold	4,688	–	–	0.12%	107
2019 Q4	$781K	Sell	4,688 -25	-0.5%	-$3.87K	0.15%	106
2019 Q3	$693K	Sell	4,713 -20	-0.4%	-$2.8K	0.14%	109
2019 Q2	$687K	Sell	4,733 -15	-0.3%	-$2.17K	0.14%	109
2019 Q1	$608K	Buy	4,748 +1,930	+68%	+$240K	0.12%	110
2018 Q4	$294K	Hold	2,818	–	–	0.07%	124
2018 Q3	$416K	Hold	2,818	–	–	0.08%	124
2018 Q2	$394K	Hold	2,818	–	–	0.08%	123
2018 Q1	$417K	Buy	2,818 +320	+13%	+$52.2K	0.08%	124
2017 Q4	$423K	Hold	2,498	–	–	0.08%	122
2017 Q3	$371K	Hold	2,498	–	–	0.08%	124
2017 Q2	$318K	Hold	2,498	–	–	0.07%	133
2017 Q1	$324K	Hold	2,498	–	–	0.07%	133
2016 Q4	$277K	Hold	2,498	–	–	0.06%	134
2016 Q3	$249K	Hold	2,498	–	–	0.06%	139
2016 Q2	$224K	Hold	2,498	–	–	0.05%	133
2016 Q1	$235K	Hold	2,498	–	–	0.06%	129
2015 Q4	$266K	Hold	2,498	–	–	0.06%	125
2015 Q3	$273K	Hold	2,498	–	–	0.06%	121
2015 Q2	$312K	Hold	2,498	–	–	0.07%	117
2015 Q1	$327K	Hold	2,498	–	–	0.07%	121
2014 Q4	$330K	Hold	2,498	–	–	0.07%	120
2014 Q3	$308K	Hold	2,498	–	–	0.06%	124
2014 Q2	$300K	Hold	2,498	–	–	0.06%	127
2014 Q1	$275K	Hold	2,498	–	–	0.06%	130
2013 Q4	$287K	Hold	2,498	–	–	0.06%	130
2013 Q3	$228K	Hold	2,498	–	–	0.05%	134
2013 Q2	$202K	Buy	+2,498	New	+$194K	0.05%	138

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Auxier Asset Management's AMP Position: Q1 2026 in Review

Auxier Asset Management reduced its Ameriprise Financial (AMP) stake by 0.8% in Q1 2026, selling an estimated $19.3K and leaving 4,988 shares worth $2.22M. The position accounts for 0.32% of the portfolio, ranked #73.

Auxier Asset Management first reported a position in AMP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.71M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Auxier Asset Management held 4,988 shares of Ameriprise Financial worth $2.22M as of Q1 2026.
Auxier Asset Management sold 40 Ameriprise Financial shares in Q1 2026, an estimated $19.3K.
Ameriprise Financial made up 0.32% of Auxier Asset Management's portfolio in Q1 2026, its #73 holding.
Auxier Asset Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 52 quarters since.
Auxier Asset Management's Ameriprise Financial position peaked at $2.71M in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Auxier Asset Management's 13F filing for Q1 2026, filed 14 May 2026.