Rothwell Investment Advisors, LLC’s Affiliated Managers Group AMG Stock Holding History

Rothwell Investment Advisors, 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	$445K	Buy	+1,217	New	+$441K	0.24%	84

Other funds holding AMG

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

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

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AMG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Affiliated Managers Group (AMG) in Q3 2026: 1,217 shares worth $445K. The stake represents 0.24% of the portfolio and ranks #84 among its holdings.

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

Rothwell Investment Advisors, LLC held 1,217 shares of Affiliated Managers Group worth $445K as of Q3 2026.
Affiliated Managers Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Affiliated Managers Group made up 0.24% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #84 holding.
265 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.