Bay Harbor Wealth Management »

Ameriprise Financial shares owned by Bay Harbor Wealth Management

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Bay Harbor Wealth Management from 13F filings

Historical chart of Bay Harbor Wealth Management investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Bay Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ameriprise Financial by Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $262k 571 458.76
2026-03-31 $8.0k 18 444.39
2025-12-31 $5.4k 11 490.27
2025-09-30 $3.9k 8 491.25
2025-06-30 $3.2k 6 533.67
2025-03-31 $1.5k 3 484.00

More positions owned by Bay Harbor Wealth Management

Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)
Dimensional Short-duration Fixed Income Etf Exchange Traded Fund (DFSD)
Dimensional International Core Equity Market Etf Exchange Traded Fund (DFAI)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Ishares A.i. Innovation And Tech Active Etf Exchange Traded Fund (BAI)

View all positions for Bay Harbor Wealth Management

Top funds holding Ameriprise Financial

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Morgan Stanley
Goldman Sachs Group
Nuveen
AQR Capital Management
Norges Bank Investment Management
Robeco Investment Management
FMR
Jpmorgan Chase & Co
Northern Trust

View all funds holding Ameriprise Financial