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Avion Wealth’s Affiliated Managers Group AMG Stock Holding History

Avion Wealth’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 		$2K Hold
7
– – ﹤0.01% 1021
2026
Q1 		$1K Hold
7
– – ﹤0.01% 957
2025
Q4 		$2K Hold
7
– – ﹤0.01% 836
2025
Q3 		$1K Hold
7
– – ﹤0.01% 937
2025
Q2 		$1K Hold
7
– – ﹤0.01% 894
2025
Q1 		$1K Hold
7
– – ﹤0.01% 801
2024
Q4 		$1K Hold
7
– – ﹤0.01% 798
2024
Q3 		$1K Buy
7
+3
+75% +$510 ﹤0.01% 750
2024
Q2 		$0 Hold
4
– – ﹤0.01% 885
2024
Q1 		$1K Hold
4
– – ﹤0.01% 832
2023
Q4 		$1K Hold
4
– – ﹤0.01% 668
2023
Q3 		$0 Sell
4
-7
-64% -$979 ﹤0.01% 792
2023
Q2 		$1K Buy
11
+8
+267% +$1.15K ﹤0.01% 523
2023
Q1 		$0 Buy
+3
New +$474 ﹤0.01% 522

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's AMG Position: Q2 2026 in Review

Avion Wealth held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 7 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Avion Wealth first reported a position in AMG in Q1 2023 and has held it in 14 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Avion Wealth held 7 shares of Affiliated Managers Group worth $2K as of Q2 2026.
  • Avion Wealth left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1021 holding.
  • Avion Wealth first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 14 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.