AF
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Allworth Financial’s Affiliated Managers Group AMG Stock Holding History

Allworth 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 		$155K Sell
459
-28
-6% -$8.68K ﹤0.01% 1664
2026
Q1 		$135K Buy
487
+5
+1% +$1.51K ﹤0.01% 1638
2025
Q4 		$139K Buy
482
+45
+10% +$11.6K ﹤0.01% 1539
2025
Q3 		$104K Buy
437
+34
+8% +$7.49K ﹤0.01% 1664
2025
Q2 		$79.4K Buy
403
+313
+348% +$54.3K ﹤0.01% 1672
2025
Q1 		$14.7K Sell
90
-82
-48% -$14.3K ﹤0.01% 2246
2024
Q4 		$32.1K Buy
172
+10
+6% +$1.87K ﹤0.01% 1803
2024
Q3 		$28.8K Buy
162
+19
+13% +$3.23K ﹤0.01% 1685
2024
Q2 		$24K Buy
143
+100
+233% +$15.9K ﹤0.01% 1765
2024
Q1 		$7.2K Sell
43
-2
-4% -$311 ﹤0.01% 2246
2023
Q4 		$6.82K Buy
45
+17
+61% +$2.28K ﹤0.01% 2137
2023
Q3 		$3.65K Buy
28
+6
+27% +$839 ﹤0.01% 2267
2023
Q2 		$3.3K Buy
22
+8
+57% +$1.15K ﹤0.01% 2287
2023
Q1 		$1.99K Buy
14
+1
+8% +$158 ﹤0.01% 2412
2022
Q4 		$2.06K Buy
13
+5
+63% +$707 ﹤0.01% 2235
2022
Q3 		$1K Buy
8
+5
+167% +$627 ﹤0.01% 2295
2022
Q2 		$0 Sell
3
-3
-50% -$386 ﹤0.01% 2359
2022
Q1 		$1K Sell
6
-114
-95% -$16.4K ﹤0.01% 1866
2021
Q4 		$20K Buy
120
+49
+69% +$8.22K ﹤0.01% 1116
2021
Q3 		$11K Buy
+71
New +$11.6K ﹤0.01% 1259

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

Allworth Financial's AMG Position: Q2 2026 in Review

Allworth Financial reduced its Affiliated Managers Group (AMG) stake by 5.7% in Q2 2026, selling an estimated $8.68K and leaving 459 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Allworth Financial first reported a position in AMG in Q3 2021 and has held it in 20 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Allworth Financial held 459 shares of Affiliated Managers Group worth $155K as of Q2 2026.
  • Allworth Financial sold 28 Affiliated Managers Group shares in Q2 2026, an estimated $8.68K.
  • Affiliated Managers Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1664 holding.
  • Allworth Financial first reported a position in Affiliated Managers Group in Q3 2021 and has held it in 20 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.