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Basepoint Wealth’s Ameriprise Financial AMP Stock Holding History

Basepoint Wealth’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 		$969K Buy
2,180
+7
+0.3% +$3.37K 0.55% 26
2025
Q4 		$1.07M Sell
2,173
-74
-3% -$35.1K 0.65% 22
2025
Q3 		$1.1M Buy
2,247
+7
+0.3% +$3.59K 0.78% 22
2025
Q2 		$1.2M Buy
2,240
+167
+8% +$82.5K 0.92% 18
2025
Q1 		$1M Buy
2,073
+5
+0.2% +$2.62K 0.78% 23
2024
Q4 		$1.1M Buy
2,068
+1
+0% +$534 0.88% 22
2024
Q3 		$971K Buy
2,067
+216
+12% +$93.7K 0.72% 30
2024
Q2 		$791K Buy
1,851
+5
+0.3% +$2.14K 0.62% 37
2024
Q1 		$809K Buy
1,846
+310
+20% +$124K 0.61% 40
2023
Q4 		$583K Buy
1,536
+16
+1% +$5.49K 0.47% 52
2023
Q3 		$501K Buy
1,520
+6
+0.4% +$2.05K 0.41% 59
2023
Q2 		$503K Buy
1,514
+7
+0.5% +$2.15K 0.42% 58
2023
Q1 		$462K Buy
1,507
+161
+12% +$52.7K 0.39% 57
2022
Q4 		$419K Buy
1,346
+5
+0.4% +$1.52K 0.37% 58
2022
Q3 		$338K Buy
1,341
+6
+0.4% +$1.58K 0.36% 60
2022
Q2 		$317K Buy
1,335
+6
+0.5% +$1.61K 0.33% 60
2022
Q1 		$399K Buy
1,329
+158
+13% +$47.8K 0.37% 42
2021
Q4 		$353K Buy
+1,171
New +$346K 0.35% 51

Other funds holding AMP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Basepoint Wealth's AMP Position: Q1 2026 in Review

Basepoint Wealth increased its Ameriprise Financial (AMP) stake by 0.32% in Q1 2026, buying an estimated $3.37K and bringing the position to 2,180 shares worth $969K. The position accounts for 0.55% of the portfolio, ranked #26.

Basepoint Wealth first reported a position in AMP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Basepoint Wealth held 2,180 shares of Ameriprise Financial worth $969K as of Q1 2026.
  • Basepoint Wealth bought 7 Ameriprise Financial shares in Q1 2026, an estimated $3.37K.
  • Ameriprise Financial made up 0.55% of Basepoint Wealth's portfolio in Q1 2026, its #26 holding.
  • Basepoint Wealth first reported a position in Ameriprise Financial in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's Ameriprise Financial position peaked at $1.2M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.