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Bay Harbor Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Bay Harbor 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 		$2.37K Hold
7
– – ﹤0.01% 607
2026
Q1 		$1.94K Buy
7
+3
+75% +$904 ﹤0.01% 574
2025
Q4 		$1.15K Hold
4
– – ﹤0.01% 600
2025
Q3 		$953 Buy
4
+1
+33% +$220 ﹤0.01% 541
2025
Q2 		$590 Buy
3
+2
+200% +$347 ﹤0.01% 590
2025
Q1 		$168 Buy
+1
New +$174 ﹤0.01% 731

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

Bay Harbor Wealth Management's AMG Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 7 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Bay Harbor Wealth Management first reported a position in AMG in Q1 2025 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Bay Harbor Wealth Management held 7 shares of Affiliated Managers Group worth $2.37K as of Q2 2026.
  • Bay Harbor Wealth Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Bay Harbor Wealth Management first reported a position in Affiliated Managers Group in Q1 2025 and has held it in 6 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.