Align Financial’s Affiliated Managers Group AMG Stock Holding History

Align 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 Q3	$366	Buy	+1	New	+$363	﹤0.01%	540

Other funds holding AMG

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Align Financial's AMG Position: Q3 2026 in Review

Align Financial opened a new position in Affiliated Managers Group (AMG) in Q3 2026: 1 share worth $366. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings.

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

Align Financial held 1 share of Affiliated Managers Group worth $366 as of Q3 2026.
Affiliated Managers Group was a new Align Financial position in Q3 2026.
Affiliated Managers Group made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #540 holding.
82 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.