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Cyndeo Wealth Partners Trims Stake in Ameriprise Financial
The financial services firm reduced its holdings in the investment management company by 78.6% in the fourth quarter.
Mar. 23, 2026 at 7:52am
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Cyndeo Wealth Partners LLC reduced its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP) by 78.6% in the 4th quarter, according to the company's recent Form 13F filing with the SEC. The firm now owns 1,674 shares of the financial services provider's stock, down from 7,817 shares previously.
Why it matters
Ameriprise Financial is a major player in the investment management and financial planning industry, so changes to its shareholder base can provide insights into broader trends and investor sentiment around the company.
The details
Cyndeo Wealth Partners sold 6,143 shares of Ameriprise Financial stock during the fourth quarter, leaving it with a much smaller position of 1,674 shares valued at $821,000 as of the most recent filing. The firm cited unspecified reasons for the large reduction in its Ameriprise holdings.
- Cyndeo Wealth Partners reduced its Ameriprise stake in the 4th quarter of 2025.
The players
Cyndeo Wealth Partners LLC
A financial services firm that previously held a larger position in Ameriprise Financial.
Ameriprise Financial, Inc.
A diversified financial services company that provides investment management, wealth management, and insurance products and services.
The takeaway
This reduction in Cyndeo Wealth Partners' Ameriprise holdings could signal a broader shift in investor sentiment around the financial services firm, though more context would be needed to fully understand the reasons behind the portfolio change.
