AFG
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Allegheny Financial Group’s Affiliated Managers Group AMG Stock Holding History

Allegheny Financial Group’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 		$355K Sell
1,049
-448
-30% -$139K 0.04% 209
2026
Q1 		$414K Buy
1,497
+2
+0.1% +$603 0.06% 173
2025
Q4 		$431K Sell
1,495
-15
-1% -$3.88K 0.06% 158
2025
Q3 		$360K Sell
1,510
-38
-2% -$8.38K 0.07% 175
2025
Q2 		$305K Buy
1,548
+238
+18% +$41.3K 0.07% 185
2025
Q1 		$220K Sell
1,310
-63
-5% -$11K 0.06% 205
2024
Q4 		$254K Sell
1,373
-1,530
-53% -$286K 0.07% 195
2024
Q3 		$516K Buy
2,903
+273
+10% +$46.4K 0.13% 137
2024
Q2 		$411K Buy
2,630
+419
+19% +$66.7K 0.12% 145
2024
Q1 		$370K Buy
2,211
+513
+30% +$79.8K 0.11% 142
2023
Q4 		$257K Hold
1,698
– – 0.08% 177
2023
Q3 		$221K Buy
+1,698
New +$238K 0.08% 171

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 $3.37T AUM 44.26% 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

Allegheny Financial Group's AMG Position: Q2 2026 in Review

Allegheny Financial Group reduced its Affiliated Managers Group (AMG) stake by 30% in Q2 2026, selling an estimated $139K and leaving 1,049 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #209.

Allegheny Financial Group first reported a position in AMG in Q3 2023 and has held it in 12 quarters since. The position peaked at $516K in Q3 2024. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Allegheny Financial Group held 1,049 shares of Affiliated Managers Group worth $355K as of Q2 2026.
  • Allegheny Financial Group sold 448 Affiliated Managers Group shares in Q2 2026, an estimated $139K.
  • Affiliated Managers Group made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #209 holding.
  • Allegheny Financial Group first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 12 quarters since.
  • Allegheny Financial Group's Affiliated Managers Group position peaked at $516K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.