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

Bullock 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 		$13.8K Hold
41
– – 0.01% 403
2026
Q1 		$11.2K Hold
41
– – 0.01% 413
2025
Q4 		$11.8K Hold
41
– – 0.01% 388
2025
Q3 		$9.47K Buy
+41
New +$9.04K ﹤0.01% 425

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 41 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #403.

Bullock Wealth Management first reported a position in AMG in Q3 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Bullock Wealth Management held 41 shares of Affiliated Managers Group worth $13.8K as of Q2 2026.
  • Bullock Wealth Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #403 holding.
  • Bullock Wealth Management first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 4 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.