Action Point Financial Planning’s Affiliated Managers Group AMG Stock Holding History

Action Point Financial Planning’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 Q2	$16.9K	Buy	+53	New	+$16.4K	﹤0.01%	1199

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's AMG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 53 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings.

560 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Action Point Financial Planning held 53 shares of Affiliated Managers Group worth $16.9K as of Q2 2026.
Affiliated Managers Group was a new Action Point Financial Planning position in Q2 2026.
Affiliated Managers Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1199 holding.
560 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.