Cassaday & Co Wealth Management
AMG icon

Cassaday & Co Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Cassaday & Co 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
Q3 		– Sell
-3
Closed -$1.02K – 1276
2026
Q2 		$1.02K Sell
3
-10
-77% -$3.1K ﹤0.01% 1076
2026
Q1 		$3.6K Buy
+13
New +$3.92K ﹤0.01% 1016

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Cassaday & Co Wealth Management's AMG Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Affiliated Managers Group (AMG) in Q3 2026, closing a stake of 3 shares — an estimated $1.02K sold.

Cassaday & Co Wealth Management first reported a position in AMG in Q1 2026 and held it in 2 quarters. The position peaked at $3.6K in Q1 2026. 292 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Affiliated Managers Group position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3 Affiliated Managers Group shares in Q3 2026, an estimated $1.02K.
  • Cassaday & Co Wealth Management first reported a position in Affiliated Managers Group in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Affiliated Managers Group position peaked at $3.6K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.