Atlanta Consulting Group Advisors’s Affiliated Managers Group AMG Stock Holding History

Atlanta Consulting Group 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	$318K	Hold	1,150	–	–	0.07%	118
2025 Q4	$332K	Hold	1,150	–	–	0.08%	122
2025 Q3	$274K	Hold	1,150	–	–	0.07%	115
2025 Q2	$226K	Buy	+1,150	New	+$200K	0.06%	118
2025 Q1	–	Sell	-1,150	Closed	-$213K	–	123
2024 Q4	$213K	Sell	1,150 -203	-15%	-$37.9K	0.08%	123
2024 Q3	$241K	Buy	+1,353	New	+$230K	0.06%	205

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlanta Consulting Group Advisors's AMG Position: Q1 2026 in Review

Atlanta Consulting Group Advisors held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 1,150 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #118.

Atlanta Consulting Group Advisors first reported a position in AMG in Q3 2024 and has held it in 6 quarters since. The position peaked at $332K in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

Atlanta Consulting Group Advisors held 1,150 shares of Affiliated Managers Group worth $318K as of Q1 2026.
Atlanta Consulting Group Advisors left its Affiliated Managers Group share count unchanged in Q1 2026.
Affiliated Managers Group made up 0.07% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #118 holding.
Atlanta Consulting Group Advisors first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 6 quarters since.
Atlanta Consulting Group Advisors's Affiliated Managers Group position peaked at $332K in Q4 2025.
543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.