Perennial Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Perennial 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
2025 Q4	–	Sell	-487	Closed	-$239K	–	512
2025 Q3	$239K	Buy	487 +60	+14%	+$30.8K	0.02%	417
2025 Q2	$228K	Sell	427 -110	-20%	-$54.3K	0.02%	419
2025 Q1	$260K	Buy	537 +7	+1%	+$3.67K	0.03%	347
2024 Q4	$282K	Sell	530 -1	-0.2%	-$534	0.03%	306
2024 Q3	$250K	Sell	531 -108	-17%	-$46.9K	0.03%	321
2024 Q2	$273K	Buy	639 +95	+17%	+$40.6K	0.04%	291
2024 Q1	$239K	Hold	544	–	–	0.04%	291
2023 Q4	$207K	Buy	+544	New	+$187K	0.03%	306

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Perennial Investment Advisors's AMP Position: Q4 2025 in Review

Perennial Investment Advisors sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 487 shares — an estimated $239K sold.

Perennial Investment Advisors first reported a position in AMP in Q4 2023 and held it in 8 quarters. The position peaked at $282K in Q4 2024. 1,425 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Perennial Investment Advisors reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Perennial Investment Advisors sold 487 Ameriprise Financial shares in Q4 2025, an estimated $239K.
Perennial Investment Advisors first reported a position in Ameriprise Financial in Q4 2023 and held it in 8 quarters.
Perennial Investment Advisors's Ameriprise Financial position peaked at $282K in Q4 2024.
1,425 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.