ARQ Wealth Advisors
AMG icon

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

ARQ 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 		$746K Hold
2,040
– – 0.09% 131
2026
Q2 		$707K Sell
2,040
-140
-6% -$43.4K 0.09% 129
2026
Q1 		$603K Buy
+2,180
New +$657K 0.11% 118

Other funds holding AMG

Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
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

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

ARQ Wealth Advisors held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 2,040 shares worth $746K. The position accounts for 0.09% of the portfolio, ranked #131.

ARQ Wealth Advisors first reported a position in AMG in Q1 2026 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • ARQ Wealth Advisors held 2,040 shares of Affiliated Managers Group worth $746K as of Q3 2026.
  • ARQ Wealth Advisors left its Affiliated Managers Group share count unchanged in Q3 2026.
  • Affiliated Managers Group made up 0.09% of ARQ Wealth Advisors's portfolio in Q3 2026, its #131 holding.
  • ARQ Wealth Advisors first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.