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Capital A Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Capital A 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
2025
Q2 		$5K Buy
+33
New +$5.72K 0.06% 237

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital A Wealth Management's AMG Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Affiliated Managers Group (AMG) in Q2 2025: 33 shares worth $5K. The stake represents 0.06% of the portfolio and ranks #237 among its holdings.

433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Capital A Wealth Management held 33 shares of Affiliated Managers Group worth $5K as of Q2 2025.
  • Affiliated Managers Group was a new Capital A Wealth Management position in Q2 2025.
  • Affiliated Managers Group made up 0.06% of Capital A Wealth Management's portfolio in Q2 2025, its #237 holding.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.