CIA
AMP icon

Caerus Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Caerus Investment 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
2026
Q1 		$343K Sell
771
-703
-48% -$339K 0.14% 145
2025
Q4 		$723K Buy
+1,474
New +$699K 0.23% 90

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

Caerus Investment Advisors's AMP Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Ameriprise Financial (AMP) stake by 48% in Q1 2026, selling an estimated $339K and leaving 771 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #145.

Caerus Investment Advisors first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $723K in Q4 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Caerus Investment Advisors held 771 shares of Ameriprise Financial worth $343K as of Q1 2026.
  • Caerus Investment Advisors sold 703 Ameriprise Financial shares in Q1 2026, an estimated $339K.
  • Ameriprise Financial made up 0.14% of Caerus Investment Advisors's portfolio in Q1 2026, its #145 holding.
  • Caerus Investment Advisors first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Ameriprise Financial position peaked at $723K in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.