Ameritas Investment Partners’s Affiliated Managers Group AMG Stock Holding History

Ameritas Investment Partners’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	$1.64M	Sell	4,861 -321	-6%	-$99.5K	0.04%	458
2026 Q1	$1.43M	Buy	5,182 +27	+0.5%	+$8.14K	0.04%	471
2025 Q4	$1.49M	Sell	5,155 -171	-3%	-$44.2K	0.05%	446
2025 Q3	$1.27M	Sell	5,326 -194	-4%	-$42.8K	0.04%	518
2025 Q2	$1.09M	Sell	5,520 -236	-4%	-$40.9K	0.03%	587
2025 Q1	$967K	Sell	5,756 -361	-6%	-$62.9K	0.03%	618
2024 Q4	$1.13M	Hold	6,117	–	–	0.04%	586
2024 Q3	$1.09M	Sell	6,117 -660	-10%	-$112K	0.04%	603
2024 Q2	$1.06M	Sell	6,777 -688	-9%	-$110K	0.04%	600
2024 Q1	$1.25M	Hold	7,465	–	–	0.04%	542
2023 Q4	$1.13M	Sell	7,465 -395	-5%	-$53.1K	0.04%	567
2023 Q3	$1.02M	Sell	7,860 -1,156	-13%	-$162K	0.04%	559
2023 Q2	$1.35M	Sell	9,016 -574	-6%	-$82.2K	0.05%	468
2023 Q1	$1.37M	Sell	9,590 -136	-1%	-$21.5K	0.05%	446
2022 Q4	$1.61M	Sell	9,726 -105	-1%	-$14.9K	0.06%	371
2022 Q3	$1.1M	Sell	9,831 -483	-5%	-$60.6K	0.05%	477
2022 Q2	$1.2M	Sell	10,314 -601	-6%	-$77.3K	0.05%	462
2022 Q1	$1.54M	Hold	10,915	–	–	0.06%	432
2021 Q4	$1.8M	Hold	10,915	–	–	0.06%	376
2021 Q3	$1.65M	Sell	10,915 -339	-3%	-$55.5K	0.06%	382
2021 Q2	$1.74M	Sell	11,254 -432	-4%	-$68.9K	0.06%	376
2021 Q1	$1.74M	Sell	11,686 -851	-7%	-$111K	0.07%	345
2020 Q4	$1.27M	Sell	12,537 -642	-5%	-$55.4K	0.06%	435
2020 Q3	$901K	Sell	13,179 -641	-5%	-$44.8K	0.04%	502
2020 Q2	$1.03M	Hold	13,820	–	–	0.05%	445
2020 Q1	$817K	Hold	13,820	–	–	0.05%	448
2019 Q4	$1.17M	Buy	13,820 +12,931	+1,455%	+$1.06M	0.05%	458
2019 Q3	$74K	Hold	889	–	–	﹤0.01%	1645
2019 Q2	$82K	Sell	889 -148	-14%	-$14.5K	﹤0.01%	1625
2019 Q1	$111K	Hold	1,037	–	–	0.01%	1404
2018 Q4	$101K	Hold	1,037	–	–	0.01%	1369
2018 Q3	$142K	Hold	1,037	–	–	0.01%	1310
2018 Q2	$154K	Sell	1,037 -166	-14%	-$27.4K	0.01%	1236
2018 Q1	$228K	Hold	1,203	–	–	0.01%	1008
2017 Q4	$247K	Sell	1,203 -84	-7%	-$16.3K	0.01%	986
2017 Q3	$227K	Hold	1,287	–	–	0.01%	992
2017 Q2	$213K	Hold	1,287	–	–	0.01%	1026
2017 Q1	$211K	Buy	+1,287	New	+$204K	0.01%	1024
2015 Q3	–	Sell	-1,020	Closed	-$223K	–	1117
2015 Q2	$223K	Hold	1,020	–	–	0.01%	932
2015 Q1	$219K	Hold	1,020	–	–	0.01%	971
2014 Q4	$216K	Hold	1,020	–	–	0.01%	956
2014 Q3	$204K	Sell	1,020 -80	-7%	-$16.3K	0.01%	956
2014 Q2	$226K	Sell	1,100 -7,027	-86%	-$1.36M	0.02%	944
2014 Q1	$1.63M	Sell	8,127 -219	-3%	-$43K	0.13%	198
2013 Q4	$1.81M	Sell	8,346 -31	-0.4%	-$6.18K	0.14%	185
2013 Q3	$1.53M	Buy	+8,377	New	+$1.49M	0.14%	188

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameritas Investment Partners's AMG Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Affiliated Managers Group (AMG) stake by 6.2% in Q2 2026, selling an estimated $99.5K and leaving 4,861 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #458.

Ameritas Investment Partners first reported a position in AMG in Q3 2013 and has held it in 46 quarters since. The position peaked at $1.81M in Q4 2013. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Ameritas Investment Partners held 4,861 shares of Affiliated Managers Group worth $1.64M as of Q2 2026.
Ameritas Investment Partners sold 321 Affiliated Managers Group shares in Q2 2026, an estimated $99.5K.
Affiliated Managers Group made up 0.04% of Ameritas Investment Partners's portfolio in Q2 2026, its #458 holding.
Ameritas Investment Partners first reported a position in Affiliated Managers Group in Q3 2013 and has held it in 46 quarters since.
Ameritas Investment Partners's Affiliated Managers Group position peaked at $1.81M in Q4 2013.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.