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Baron Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Baron Wealth Management’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 		$257K Hold
759
– – 0.07% 236
2026
Q1 		$210K Sell
759
-12
-2% -$3.62K 0.06% 256
2025
Q4 		$222K Buy
+771
New +$199K 0.07% 220

Other funds holding AMG

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Baron Wealth Management's AMG Position: Q2 2026 in Review

Baron Wealth Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 759 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #236.

Baron Wealth Management first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Baron Wealth Management held 759 shares of Affiliated Managers Group worth $257K as of Q2 2026.
  • Baron Wealth Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Baron Wealth Management first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.