Fairvoy Private Wealth Trims Ameriprise Financial Stake

Investment firm reduces holding in financial services provider by over 90% in Q4

Mar. 28, 2026 at 8:51am

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Fairvoy Private Wealth LLC has reduced its position in shares of Ameriprise Financial, Inc. (NYSE:AMP) by 90.4% during the fourth quarter, according to a recent SEC filing. The firm now owns just 612 shares of the financial services provider's stock, down from a previous holding of 6,370 shares.

Why it matters

Ameriprise Financial is a major player in the financial services industry, providing a range of wealth management, asset management, and insurance products. Tracking changes in institutional ownership of the stock can provide insights into broader market sentiment and investment trends.

The details

According to the 13F filing, Fairvoy Private Wealth sold 5,758 shares of Ameriprise Financial during the fourth quarter, leaving it with a much smaller position valued at just $300,000 at the end of the period. The firm did not disclose the reasons behind the dramatic reduction in its Ameriprise holdings.

  • Fairvoy Private Wealth filed its 13F report for the fourth quarter of 2025 on March 28, 2026.

The players

Fairvoy Private Wealth LLC

An investment management firm that has reduced its position in Ameriprise Financial by over 90% in the fourth quarter of 2025.

Ameriprise Financial, Inc.

A diversified financial services company that provides wealth management, asset management, and insurance products to individual and institutional clients.

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The takeaway

The significant reduction in Fairvoy Private Wealth's Ameriprise Financial holdings suggests a potential shift in the firm's investment strategy or outlook on the financial services sector. However, without further details, it's difficult to determine the specific reasons behind the portfolio change.