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Ameriprise Financial shares owned by Bordeaux Wealth Advisors

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Bordeaux Wealth Advisors from 13F filings

Historical chart of Bordeaux Wealth Advisors investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $244k 458 533.73
2025-03-31 $215k 443 484.11
2024-12-31 $214k 455 469.81
2024-09-30 $214k 455 469.81

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Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Morgan Stanley
Northern Trust
Robeco Investment Management
Goldman Sachs Group
UBS Group
Dimensional Fund Advisors
Nuveen
Ubs Global Asset Management Americas
Federated Investors

View all funds holding Ameriprise Financial