Amplius Wealth Advisors
AMG icon

Amplius Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Amplius Wealth 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
Q3 		$7.98M Buy
21,827
+61
+0.3% +$22.1K 0.55% 33
2026
Q2 		$7.37M Buy
21,766
+2,150
+11% +$667K 0.54% 31
2026
Q1 		$5.43M Buy
19,616
+3
+0% +$904 0.45% 33
2025
Q4 		$5.65M Buy
19,613
+17
+0.1% +$4.39K 0.47% 31
2025
Q3 		$4.67M Hold
19,596
– – 0.4% 32
2025
Q2 		$3.86M Buy
19,596
+2,401
+14% +$417K 0.36% 43
2025
Q1 		$2.89M Sell
17,195
-4
-0% -$697 0.3% 43
2024
Q4 		$3.18M Buy
17,199
+4
+0% +$746 0.33% 41
2024
Q3 		$3.06M Hold
17,195
– – 0.33% 41
2024
Q2 		$2.69M Sell
17,195
-1,730
-9% -$275K 0.3% 44
2024
Q1 		$3.17M Buy
18,925
+3,689
+24% +$574K 0.36% 42
2023
Q4 		$2.31M Hold
15,236
– – 0.28% 50
2023
Q3 		$1.99M Sell
15,236
-2
-0% -$280 0.27% 51
2023
Q2 		$2.28M Buy
15,238
+13,282
+679% +$1.9M 0.31% 49
2023
Q1 		$279K Buy
+1,956
New +$309K 0.04% 132

Other funds holding AMG

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Amplius Wealth Advisors's AMG Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Affiliated Managers Group (AMG) stake by 0.28% in Q3 2026, buying an estimated $22.1K and bringing the position to 21,827 shares worth $7.98M. The position accounts for 0.55% of the portfolio, ranked #33.

Amplius Wealth Advisors first reported a position in AMG in Q1 2023 and has held it in 15 quarters since. 106 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Amplius Wealth Advisors held 21,827 shares of Affiliated Managers Group worth $7.98M as of Q3 2026.
  • Amplius Wealth Advisors bought 61 Affiliated Managers Group shares in Q3 2026, an estimated $22.1K.
  • Affiliated Managers Group made up 0.55% of Amplius Wealth Advisors's portfolio in Q3 2026, its #33 holding.
  • Amplius Wealth Advisors first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 15 quarters since.
  • 106 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.