AWA
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
Q1 		$603K Buy
+2,180
New +$657K 0.11% 118

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ARQ Wealth Advisors's AMG Position: Q1 2026 in Review

ARQ Wealth Advisors opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 2,180 shares worth $603K. The stake represents 0.11% of the portfolio and ranks #118 among its holdings.

543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • ARQ Wealth Advisors held 2,180 shares of Affiliated Managers Group worth $603K as of Q1 2026.
  • Affiliated Managers Group was a new ARQ Wealth Advisors position in Q1 2026.
  • Affiliated Managers Group made up 0.11% of ARQ Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.