Basepoint Wealth’s Affiliated Managers Group AMG Stock Holding History

Basepoint 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	$117K	Hold	347	–	–	0.07%	147
2026 Q1	$96K	Hold	347	–	–	0.05%	148
2025 Q4	$100K	Buy	+347	New	+$89.7K	0.06%	141

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Basepoint Wealth's AMG Position: Q2 2026 in Review

Basepoint Wealth held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 347 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #147.

Basepoint Wealth first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Basepoint Wealth held 347 shares of Affiliated Managers Group worth $117K as of Q2 2026.
Basepoint Wealth left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up 0.07% of Basepoint Wealth's portfolio in Q2 2026, its #147 holding.
Basepoint Wealth first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 3 quarters since.
565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.