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ALPS Advisors’s Affiliated Managers Group AMG Stock Holding History

ALPS Advisors’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 		$628K Buy
1,855
+35
+2% +$10.9K ﹤0.01% 861
2026
Q1 		$504K Buy
+1,820
New +$548K ﹤0.01% 811
2016
Q1 		– Sell
-2,883
Closed -$461K – 633
2015
Q4 		$461K Sell
2,883
-225
-7% -$38.7K ﹤0.01% 528
2015
Q3 		$531K Buy
+3,108
New +$611K 0.01% 288
2015
Q1 		– Sell
-2,504
Closed -$531K – 669
2014
Q4 		$531K Sell
2,504
-342
-12% -$67.9K ﹤0.01% 423
2014
Q3 		$570K Sell
2,846
-300
-10% -$61.2K ﹤0.01% 436
2014
Q2 		$646K Buy
3,146
+80
+3% +$15.5K 0.01% 286
2014
Q1 		$613K Buy
3,066
+462
+18% +$90.7K 0.01% 219
2013
Q4 		$519K Buy
2,604
+1,260
+94% +$251K 0.01% 335
2013
Q3 		$245K Buy
+1,344
New +$239K ﹤0.01% 505

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

ALPS Advisors's AMG Position: Q2 2026 in Review

ALPS Advisors increased its Affiliated Managers Group (AMG) stake by 1.9% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,855 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

ALPS Advisors first reported a position in AMG in Q3 2013 and has held it in 10 quarters since. The position peaked at $646K in Q2 2014. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • ALPS Advisors held 1,855 shares of Affiliated Managers Group worth $628K as of Q2 2026.
  • ALPS Advisors bought 35 Affiliated Managers Group shares in Q2 2026, an estimated $10.9K.
  • Affiliated Managers Group made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #861 holding.
  • ALPS Advisors first reported a position in Affiliated Managers Group in Q3 2013 and has held it in 10 quarters since.
  • ALPS Advisors's Affiliated Managers Group position peaked at $646K in Q2 2014.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.