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Bordeaux Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Bordeaux Wealth Advisors’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
2025
Q2 		$244K Buy
458
+15
+3% +$7.41K 0.03% 141
2025
Q1 		$214K Sell
443
-17
-4% -$8.92K 0.04% 147
2024
Q4 		$245K Buy
460
+5
+1% +$2.67K 0.04% 135
2024
Q3 		$214K Buy
+455
New +$197K 0.04% 151

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's AMP Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Ameriprise Financial (AMP) stake by 3.4% in Q2 2025, buying an estimated $7.41K and bringing the position to 458 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #141.

Bordeaux Wealth Advisors first reported a position in AMP in Q3 2024 and has held it in 4 quarters since. The position peaked at $245K in Q4 2024. 1,362 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Bordeaux Wealth Advisors held 458 shares of Ameriprise Financial worth $244K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 15 Ameriprise Financial shares in Q2 2025, an estimated $7.41K.
  • Ameriprise Financial made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #141 holding.
  • Bordeaux Wealth Advisors first reported a position in Ameriprise Financial in Q3 2024 and has held it in 4 quarters since.
  • Bordeaux Wealth Advisors's Ameriprise Financial position peaked at $245K in Q4 2024.
  • 1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.