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Bell Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

Bell Investment 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
Q2 		$23.7K Hold
70
– – ﹤0.01% 426
2026
Q1 		$19.4K Buy
70
+2
+3% +$603 ﹤0.01% 455
2025
Q4 		$19.6K Hold
68
– – ﹤0.01% 456
2025
Q3 		$16.2K Hold
68
– – ﹤0.01% 475
2025
Q2 		$13.4K Hold
68
– – ﹤0.01% 561
2025
Q1 		$11.4K Hold
68
– – ﹤0.01% 551
2024
Q4 		$12.6K Sell
68
-13
-16% -$2.43K ﹤0.01% 518
2024
Q3 		$14.4K Sell
81
-14
-15% -$2.38K ﹤0.01% 484
2024
Q2 		$14.8K Hold
95
– – ﹤0.01% 469
2024
Q1 		$15.9K Hold
95
– – ﹤0.01% 432
2023
Q4 		$14.4K Buy
95
+10
+12% +$1.34K ﹤0.01% 436
2023
Q3 		$11.1K Buy
85
+36
+73% +$5.04K ﹤0.01% 470
2023
Q2 		$7.34K Sell
49
-7
-13% -$1K ﹤0.01% 629
2023
Q1 		$7.98K Buy
56
+11
+24% +$1.74K ﹤0.01% 568
2022
Q4 		$7.13K Buy
45
+8
+22% +$1.13K ﹤0.01% 636
2022
Q3 		$4K Buy
37
+18
+95% +$2.26K ﹤0.01% 750
2022
Q2 		$2K Buy
+19
New +$2.44K ﹤0.01% 1084
2021
Q4 		$3K Hold
18
– – ﹤0.01% 940
2021
Q3 		$3K Buy
+18
New +$2.95K ﹤0.01% 876

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

Bell Investment Advisors's AMG Position: Q2 2026 in Review

Bell Investment Advisors held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 70 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Bell Investment Advisors first reported a position in AMG in Q3 2021 and has held it in 19 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Bell Investment Advisors held 70 shares of Affiliated Managers Group worth $23.7K as of Q2 2026.
  • Bell Investment Advisors left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #426 holding.
  • Bell Investment Advisors first reported a position in Affiliated Managers Group in Q3 2021 and has held it in 19 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.