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Brown Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Brown Financial 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 		$206K Sell
608
-303
-33% -$94K 0.07% 206
2026
Q1 		$252K Buy
+911
New +$275K 0.1% 178

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

Brown Financial Advisors's AMG Position: Q2 2026 in Review

Brown Financial Advisors reduced its Affiliated Managers Group (AMG) stake by 33% in Q2 2026, selling an estimated $94K and leaving 608 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #206.

Brown Financial Advisors first reported a position in AMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $252K in Q1 2026. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Brown Financial Advisors held 608 shares of Affiliated Managers Group worth $206K as of Q2 2026.
  • Brown Financial Advisors sold 303 Affiliated Managers Group shares in Q2 2026, an estimated $94K.
  • Affiliated Managers Group made up 0.07% of Brown Financial Advisors's portfolio in Q2 2026, its #206 holding.
  • Brown Financial Advisors first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 2 quarters since.
  • Brown Financial Advisors's Affiliated Managers Group position peaked at $252K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.