Sendero Wealth Management’s Ameriprise Financial AMP Stock Holding History

Sendero Wealth Management’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	$376K	Sell	846 -91	-10%	-$43.9K	0.04%	172
2025 Q4	$459K	Buy	937 +91	+11%	+$43.2K	0.05%	166
2025 Q3	$416K	Hold	846	–	–	0.05%	157
2025 Q2	$452K	Hold	846	–	–	0.06%	154
2025 Q1	$410K	Buy	846 +6	+0.7%	+$3.15K	0.06%	146
2024 Q4	$447K	Hold	840	–	–	0.07%	134
2024 Q3	$395K	Hold	840	–	–	0.06%	137
2024 Q2	$359K	Hold	840	–	–	0.06%	134
2024 Q1	$368K	Hold	840	–	–	0.06%	134
2023 Q4	$319K	Hold	840	–	–	0.06%	135
2023 Q3	$277K	Hold	840	–	–	0.06%	138
2023 Q2	$279K	Buy	+840	New	+$258K	0.06%	135

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

Sendero Wealth Management's AMP Position: Q1 2026 in Review

Sendero Wealth Management reduced its Ameriprise Financial (AMP) stake by 9.7% in Q1 2026, selling an estimated $43.9K and leaving 846 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #172.

Sendero Wealth Management first reported a position in AMP in Q2 2023 and has held it in 12 quarters since. The position peaked at $459K in Q4 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Sendero Wealth Management held 846 shares of Ameriprise Financial worth $376K as of Q1 2026.
Sendero Wealth Management sold 91 Ameriprise Financial shares in Q1 2026, an estimated $43.9K.
Ameriprise Financial made up 0.04% of Sendero Wealth Management's portfolio in Q1 2026, its #172 holding.
Sendero Wealth Management first reported a position in Ameriprise Financial in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Ameriprise Financial position peaked at $459K in Q4 2025.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.