Boyar Asset Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.76M | Buy |
19,706
+638
| +3% | +$307K | 4.98% | 3 |
|
|
2025
Q4 | $9.35M | Sell |
19,068
-347
| -2% | -$165K | 5.93% | 3 |
|
|
2025
Q3 | $9.54M | Sell |
19,415
-753
| -4% | -$386K | 6.03% | 4 |
|
|
2025
Q2 | $10.8M | Sell |
20,168
-128
| -0.6% | -$63.2K | 7.04% | 3 |
|
|
2025
Q1 | $9.83M | Sell |
20,296
-2,449
| -11% | -$1.28M | 7.13% | 3 |
|
|
2024
Q4 | $12.1M | Sell |
22,745
-1,980
| -8% | -$1.06M | 7.99% | 3 |
|
|
2024
Q3 | $11.6M | Sell |
24,725
-9
| -0% | -$3.9K | 7.48% | 3 |
|
|
2024
Q2 | $10.6M | Sell |
24,734
-21
| -0.1% | -$8.97K | 7.25% | 3 |
|
|
2024
Q1 | $10.9M | Buy |
24,755
+1,360
| +6% | +$545K | 7.08% | 3 |
|
|
2023
Q4 | $8.89M | Sell |
23,395
-2,118
| -8% | -$726K | 6.67% | 4 |
|
|
2023
Q3 | $8.41M | Sell |
25,513
-469
| -2% | -$160K | 6.6% | 3 |
|
|
2023
Q2 | $8.63M | Sell |
25,982
-297
| -1% | -$91.3K | 6.38% | 3 |
|
|
2023
Q1 | $8.05M | Buy |
26,279
+113
| +0.4% | +$37K | 6.21% | 3 |
|
|
2022
Q4 | $8.15M | Sell |
26,166
-219
| -0.8% | -$66.8K | 6.64% | 3 |
|
|
2022
Q3 | $6.65M | Buy |
26,385
+371
| +1% | +$97.6K | 5.48% | 3 |
|
|
2022
Q2 | $6.18M | Sell |
26,014
-449
| -2% | -$120K | 5.1% | 4 |
|
|
2022
Q1 | $7.95M | Buy |
26,463
+748
| +3% | +$226K | 5.1% | 4 |
|
|
2021
Q4 | $7.76M | Sell |
25,715
-201
| -0.8% | -$59.5K | 4.67% | 4 |
|
|
2021
Q3 | $6.84M | Sell |
25,916
-1
| -0% | -$262 | 4.51% | 4 |
|
|
2021
Q2 | $6.45M | Sell |
25,917
-29
| -0.1% | -$7.31K | 4.16% | 5 |
|
|
2021
Q1 | $6.03M | Sell |
25,946
-475
| -2% | -$103K | 4.08% | 6 |
|
|
2020
Q4 | $5.13M | Sell |
26,421
-1,769
| -6% | -$317K | 3.87% | 5 |
|
|
2020
Q3 | $4.34M | Buy |
28,190
+455
| +2% | +$70.1K | 3.65% | 6 |
|
|
2020
Q2 | $4.16M | Sell |
27,735
-1,180
| -4% | -$151K | 3.85% | 5 |
|
|
2020
Q1 | $2.96M | Sell |
28,915
-399
| -1% | -$59.1K | 3.32% | 11 |
|
|
2019
Q4 | $4.88M | Sell |
29,314
-663
| -2% | -$103K | 3.53% | 7 |
|
|
2019
Q3 | $4.41M | Buy |
29,977
+1
| +0% | +$140 | 3.35% | 8 |
|
|
2019
Q2 | $4.35M | Sell |
29,976
-665
| -2% | -$96.1K | 3.21% | 9 |
|
|
2019
Q1 | $3.92M | Hold |
30,641
| – | – | 2.95% | 9 |
|
|
2018
Q4 | $3.2M | Sell |
30,641
-2,548
| -8% | -$320K | 2.63% | 12 |
|
|
2018
Q3 | $4.9M | Hold |
33,189
| – | – | 3.34% | 8 |
|
|
2018
Q2 | $4.64M | Sell |
33,189
-67
| -0.2% | -$9.5K | 3.41% | 8 |
|
|
2018
Q1 | $4.92M | Hold |
33,256
| – | – | 3.58% | 8 |
|
|
2017
Q4 | $5.64M | Buy |
33,256
+288
| +0.9% | +$46.1K | 4.01% | 6 |
|
|
2017
Q3 | $4.9M | Sell |
32,968
-100
| -0.3% | -$14K | 3.66% | 7 |
|
|
2017
Q2 | $4.21M | Sell |
33,068
-798
| -2% | -$101K | 3.09% | 8 |
|
|
2017
Q1 | $4.39M | Buy |
33,866
+12,728
| +60% | +$1.58M | 3.23% | 8 |
|
|
2016
Q4 | $2.35M | Sell |
21,138
-13,260
| -39% | -$1.4M | 2.35% | 15 |
|
|
2016
Q3 | $3.43M | Sell |
34,398
-316
| -0.9% | -$30.6K | 2.71% | 10 |
|
|
2016
Q2 | $3.12M | Sell |
34,714
-300
| -0.9% | -$29K | 2.47% | 13 |
|
|
2016
Q1 | $3.29M | Sell |
35,014
-1,500
| -4% | -$134K | 2.58% | 10 |
|
|
2015
Q4 | $3.89M | Sell |
36,514
-100
| -0.3% | -$11.2K | 3.09% | 6 |
|
|
2015
Q3 | $4M | Sell |
36,614
-250
| -0.7% | -$29.5K | 3.4% | 7 |
|
|
2015
Q2 | $4.61M | Sell |
36,864
-100
| -0.3% | -$12.7K | 3.52% | 8 |
|
|
2015
Q1 | $4.84M | Hold |
36,964
| – | – | 3.7% | 5 |
|
|
2014
Q4 | $4.89M | Sell |
36,964
-100
| -0.3% | -$12.7K | 3.82% | 5 |
|
|
2014
Q3 | $4.57M | Sell |
37,064
-250
| -0.7% | -$30.7K | 3.53% | 6 |
|
|
2014
Q2 | $4.48M | Sell |
37,314
-2,474
| -6% | -$277K | 3.56% | 5 |
|
|
2014
Q1 | $4.38M | Sell |
39,788
-850
| -2% | -$93.1K | 3.57% | 6 |
|
|
2013
Q4 | $4.67M | Sell |
40,638
-100
| -0.2% | -$10.3K | 3.88% | 4 |
|
|
2013
Q3 | $3.71M | Sell |
40,738
-100
| -0.2% | -$8.83K | 3.56% | 7 |
|
|
2013
Q2 | $3.3M | Buy |
+40,838
| New | +$3.17M | 3.29% | 7 |
|
Other funds holding AMP
VCM
VPM
N
Boyar Asset Management's AMP Position: Q1 2026 in Review
Boyar Asset Management increased its Ameriprise Financial (AMP) stake by 3.3% in Q1 2026, buying an estimated $307K and bringing the position to 19,706 shares worth $8.76M. The position accounts for 4.98% of the portfolio, ranked #3.
Boyar Asset Management first reported a position in AMP in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- Boyar Asset Management held 19,706 shares of Ameriprise Financial worth $8.76M as of Q1 2026.
- Boyar Asset Management bought 638 Ameriprise Financial shares in Q1 2026, an estimated $307K.
- Ameriprise Financial made up 4.98% of Boyar Asset Management's portfolio in Q1 2026, its #3 holding.
- Boyar Asset Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 52 quarters since.
- Boyar Asset Management's Ameriprise Financial position peaked at $12.1M in Q4 2024.
- 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.