Pacific Capital Partners’s Ameriprise Financial AMP Stock Holding History

Pacific Capital Partners’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 Q1	–	Sell	-1,372	Closed	-$730K	–	40
2024 Q4	$730K	Sell	1,372 -626	-31%	-$334K	0.43%	47
2024 Q3	$939K	Hold	1,998	–	–	0.55%	45
2024 Q2	$854K	Hold	1,998	–	–	0.56%	49
2024 Q1	$876K	Hold	1,998	–	–	0.57%	46
2023 Q4	$759K	Buy	1,998 +36	+2%	+$12.3K	0.57%	43
2023 Q3	$647K	Buy	+1,962	New	+$670K	0.39%	46

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pacific Capital Partners's AMP Position: Q1 2025 in Review

Pacific Capital Partners sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 1,372 shares — an estimated $730K sold.

Pacific Capital Partners first reported a position in AMP in Q3 2023 and held it in 6 quarters. The position peaked at $939K in Q3 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

Pacific Capital Partners reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
Pacific Capital Partners sold 1,372 Ameriprise Financial shares in Q1 2025, an estimated $730K.
Pacific Capital Partners first reported a position in Ameriprise Financial in Q3 2023 and held it in 6 quarters.
Pacific Capital Partners's Ameriprise Financial position peaked at $939K in Q3 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on Pacific Capital Partners's 13F filing for Q1 2025, filed 8 May 2025.