AF
AMG icon

Advisornet Financial’s Affiliated Managers Group AMG Stock Holding History

Advisornet Financial’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 		$1.01K Hold
3
– – ﹤0.01% 2020
2026
Q1 		$830 Hold
3
– – ﹤0.01% 2039
2025
Q4 		$865 Hold
3
– – ﹤0.01% 2017
2025
Q3 		$715 Hold
3
– – ﹤0.01% 2017
2025
Q2 		$590 Buy
3
+2
+200% +$347 ﹤0.01% 2031
2025
Q1 		$168 Buy
+1
New +$174 ﹤0.01% 2087
2024
Q4 		– Sell
-3
Closed -$533 – 1975
2024
Q3 		$533 Sell
3
-2
-40% -$340 ﹤0.01% 2021
2024
Q2 		$781 Buy
5
+3
+150% +$478 ﹤0.01% 1867
2024
Q1 		$335 Hold
2
– – ﹤0.01% 1917
2023
Q4 		$303 Buy
+2
New +$269 ﹤0.01% 2220
2023
Q3 		– Sell
-7
Closed -$1.05K – 2287
2023
Q2 		$1.05K Sell
7
-5
-42% -$716 ﹤0.01% 1871
2023
Q1 		$1.71K Sell
12
-9
-43% -$1.42K ﹤0.01% 1747
2022
Q4 		$3.33K Buy
21
+20
+2,000% +$2.83K ﹤0.01% 1559
2022
Q3 		$0 Sell
1
-18
-95% -$2.26K ﹤0.01% 1857
2022
Q2 		$2K Buy
+19
New +$2.44K ﹤0.01% 1662

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisornet Financial's AMG Position: Q2 2026 in Review

Advisornet Financial held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 3 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Advisornet Financial first reported a position in AMG in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.33K in Q4 2022. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Advisornet Financial held 3 shares of Affiliated Managers Group worth $1.01K as of Q2 2026.
  • Advisornet Financial left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2020 holding.
  • Advisornet Financial first reported a position in Affiliated Managers Group in Q2 2022 and has held it in 15 quarters since.
  • Advisornet Financial's Affiliated Managers Group position peaked at $3.33K in Q4 2022.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.