AWM
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Avior Wealth Management’s Ameriprise Financial AMP Stock Holding History

Avior Wealth 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
Q2 		$447K Buy
974
+2
+0.2% +$917 0.01% 548
2026
Q1 		$432K Buy
972
+44
+5% +$21.2K 0.01% 567
2025
Q4 		$455K Buy
928
+1
+0.1% +$475 0.01% 485
2025
Q3 		$455K Buy
+927
New +$475K 0.01% 471
2025
Q1 		– Sell
-501
Closed -$267K – 804
2024
Q4 		$267K Sell
501
-2
-0.4% -$1.07K 0.01% 619
2024
Q3 		$237K Buy
503
+4
+0.8% +$1.74K 0.01% 659
2024
Q2 		$213K Sell
499
-54
-10% -$23.1K 0.01% 653
2024
Q1 		$243K Buy
553
+128
+30% +$51.3K 0.01% 653
2023
Q4 		$162K Sell
425
-357
-46% -$122K 0.01% 548
2023
Q3 		$258K Buy
782
+3
+0.4% +$1.02K 0.02% 475
2023
Q2 		$259K Buy
779
+6
+0.8% +$1.84K 0.02% 472
2023
Q1 		$237K Buy
+773
New +$253K 0.02% 494
2021
Q2 		– Sell
-60
Closed -$14K – 1022
2021
Q1 		$14K Hold
60
– – ﹤0.01% 703
2020
Q4 		$11K Buy
+60
New +$10.7K ﹤0.01% 693
2020
Q1 		– Sell
-7
Closed -$1K – 761
2019
Q4 		$1K Hold
7
– – ﹤0.01% 735
2019
Q3 		$1K Hold
7
– – ﹤0.01% 702
2019
Q2 		$1K Sell
7
-131
-95% -$18.9K ﹤0.01% 759
2019
Q1 		$17K Buy
+138
New +$17.1K ﹤0.01% 499
2018
Q2 		– Sell
-6
Closed -$1K – 773
2018
Q1 		$1K Hold
6
– – ﹤0.01% 706
2017
Q4 		$1K Buy
+6
New +$961 ﹤0.01% 709

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avior Wealth Management's AMP Position: Q2 2026 in Review

Avior Wealth Management increased its Ameriprise Financial (AMP) stake by 0.21% in Q2 2026, buying an estimated $917 and bringing the position to 974 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #548.

Avior Wealth Management first reported a position in AMP in Q4 2017 and has held it in 20 quarters since. The position peaked at $455K in Q3 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Avior Wealth Management held 974 shares of Ameriprise Financial worth $447K as of Q2 2026.
  • Avior Wealth Management bought 2 Ameriprise Financial shares in Q2 2026, an estimated $917.
  • Ameriprise Financial made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Avior Wealth Management first reported a position in Ameriprise Financial in Q4 2017 and has held it in 20 quarters since.
  • Avior Wealth Management's Ameriprise Financial position peaked at $455K in Q3 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.