Cetera Investment Advisers
AMG icon

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
Q2 		$2.33M Buy
6,883
+164
+2% +$50.9K ﹤0.01% 2272
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
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

Cetera Investment Advisers's AMG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Affiliated Managers Group (AMG) stake by 2.4% in Q2 2026, buying an estimated $50.9K and bringing the position to 6,883 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Cetera Investment Advisers first reported a position in AMG in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.38M in Q4 2025. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Cetera Investment Advisers held 6,883 shares of Affiliated Managers Group worth $2.33M as of Q2 2026.
  • Cetera Investment Advisers bought 164 Affiliated Managers Group shares in Q2 2026, an estimated $50.9K.
  • Affiliated Managers Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2272 holding.
  • Cetera Investment Advisers first reported a position in Affiliated Managers Group in Q4 2020 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Affiliated Managers Group position peaked at $2.38M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.