Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Ameriprise Financial, Inc. (AMP)
← All AMP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 0.03 $86.25–119.32 · VW $104.10i SEC
2016   Q3 37,900 0.03 Reduce 27.19% 0.01 $84.93–101.81 · VW $96.62i $3,781,000 SEC
2016   Q2 52,050 0.04 Reduce 35.88% 0.03 $84.92–102.74 · VW $95.38i $4,677,000 SEC
2016   Q1 81,175 0.07 Add 3.41% <0.01 $76.00–105.47 · VW $88.94i $7,631,000 SEC
2015   Q4 78,500 0.08 Reduce 29.63% 0.03 $100.08–120.29 · VW $111.12i $8,354,000 SEC
2015   Q3 111,560 0.11 Buy 0.11 $95.52–129.22 · VW $115.33i $12,175,000 SEC
Price snapshot:
Current price$518.23
52-week low$420.83
52-week high$546.56