Frank Rimerman Advisors’s Ameriprise Financial AMP Stock Holding History

Frank Rimerman 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	$717K	Sell	1,613 -1	-0.1%	-$482	0.05%	309
2025 Q4	$791K	Sell	1,614 -19	-1%	-$9.02K	0.05%	280
2025 Q3	$802K	Sell	1,633 -3	-0.2%	-$1.54K	0.05%	263
2025 Q2	$873K	Sell	1,636 -226	-12%	-$112K	0.06%	237
2025 Q1	$901K	Buy	1,862 +73	+4%	+$38.3K	0.07%	210
2024 Q4	$953K	Buy	1,789 +84	+5%	+$44.8K	0.07%	200
2024 Q3	$801K	Sell	1,705 -9	-0.5%	-$3.9K	0.06%	250
2024 Q2	$732K	Buy	+1,714	New	+$732K	0.05%	267
2023 Q3	–	Sell	-881	Closed	-$293K	–	103
2023 Q2	$293K	Sell	881 -6	-0.7%	-$1.84K	0.07%	81
2023 Q1	$272K	Sell	887 -6	-0.7%	-$1.97K	0.08%	86
2022 Q4	$278K	Sell	893 -5	-0.6%	-$1.52K	0.09%	74
2022 Q3	$226K	Buy	898 +46	+5%	+$12.1K	0.08%	82
2022 Q2	$203K	Buy	+852	New	+$228K	0.08%	84

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Frank Rimerman Advisors's AMP Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Ameriprise Financial (AMP) stake by 0.06% in Q1 2026, selling an estimated $482 and leaving 1,613 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #309.

Frank Rimerman Advisors first reported a position in AMP in Q2 2022 and has held it in 13 quarters since. The position peaked at $953K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Frank Rimerman Advisors held 1,613 shares of Ameriprise Financial worth $717K as of Q1 2026.
Frank Rimerman Advisors sold 1 Ameriprise Financial share in Q1 2026, an estimated $482.
Ameriprise Financial made up 0.05% of Frank Rimerman Advisors's portfolio in Q1 2026, its #309 holding.
Frank Rimerman Advisors first reported a position in Ameriprise Financial in Q2 2022 and has held it in 13 quarters since.
Frank Rimerman Advisors's Ameriprise Financial position peaked at $953K in Q4 2024.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.