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Cetera Investment Advisers’s
Affiliated Managers Group
AMG
Stock Holding History
Cetera Investment Advisers’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
Q1
$1.86M
Sell
6,719
-1,522
-18%
-$459K
﹤0.01%
2339
2025
Q4
$2.38M
Buy
8,241
+371
+5%
+$95.9K
﹤0.01%
2060
2025
Q3
$1.88M
Buy
7,870
+2,195
+39%
+$484K
﹤0.01%
2231
2025
Q2
$1.12M
Buy
5,675
+194
+4%
+$33.7K
﹤0.01%
2286
2025
Q1
$921K
Buy
5,481
+2,583
+89%
+$450K
﹤0.01%
2328
2024
Q4
$536K
Buy
2,898
+70
+2%
+$13.1K
﹤0.01%
2626
2024
Q3
$503K
Buy
2,828
+196
+7%
+$33.3K
﹤0.01%
2647
2024
Q2
$411K
Sell
2,632
-854
-24%
-$136K
﹤0.01%
2746
2024
Q1
$584K
Buy
+3,486
New
+$542K
﹤0.01%
2484
2023
Q3
–
Sell
-2,115
Closed
-$317K
–
2209
2023
Q2
$317K
Sell
2,115
-58
-3%
-$8.3K
﹤0.01%
1714
2023
Q1
$310K
Buy
2,173
+162
+8%
+$25.6K
﹤0.01%
1684
2022
Q4
$319K
Buy
+2,011
New
+$284K
﹤0.01%
1629
2021
Q2
–
Sell
-2,530
Closed
-$377K
–
1771
2021
Q1
$377K
Sell
2,530
-7,414
-75%
-$969K
0.01%
1125
2020
Q4
$1.01M
Buy
+9,944
New
+$859K
0.02%
658
Other funds holding AMG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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