Superior Planning, LLC’s Affiliated Managers Group AMG Stock Holding History

Superior Planning, LLC’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.68K	Buy	+21	New	+$7.61K	﹤0.01%	1030

Other funds holding AMG

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's AMG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Affiliated Managers Group (AMG) in Q3 2026: 21 shares worth $7.68K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings.

393 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Superior Planning, LLC held 21 shares of Affiliated Managers Group worth $7.68K as of Q3 2026.
Affiliated Managers Group was a new Superior Planning, LLC position in Q3 2026.
Affiliated Managers Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1030 holding.
393 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.