Cedar Mountain Advisors
AMG icon

Cedar Mountain Advisors’s Affiliated Managers Group AMG Stock Holding History

Cedar Mountain 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
Q3 		$8.78K Hold
24
– – ﹤0.01% 501
2026
Q2 		$8.12K Hold
24
– – ﹤0.01% 550
2026
Q1 		$6.64K Buy
+24
New +$7.23K ﹤0.01% 563

Other funds holding AMG

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Cedar Mountain Advisors's AMG Position: Q3 2026 in Review

Cedar Mountain Advisors held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 24 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Cedar Mountain Advisors first reported a position in AMG in Q1 2026 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Cedar Mountain Advisors held 24 shares of Affiliated Managers Group worth $8.78K as of Q3 2026.
  • Cedar Mountain Advisors left its Affiliated Managers Group share count unchanged in Q3 2026.
  • Affiliated Managers Group made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #501 holding.
  • Cedar Mountain Advisors first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.