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Cetera Trust Company’s Affiliated Managers Group AMG Stock Holding History

Cetera Trust Company’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 		$555K Buy
1,640
+60
+4% +$18.6K 0.28% 68
2026
Q1 		$437K Hold
1,580
– – 0.25% 79
2025
Q4 		$455K Hold
1,580
– – 0.24% 78
2025
Q3 		$377K Hold
1,580
– – 0.21% 84
2025
Q2 		$311K Buy
1,580
+170
+12% +$29.5K 0.19% 99
2025
Q1 		$237K Hold
1,410
– – 0.15% 142
2024
Q4 		$261K Buy
1,410
+290
+26% +$54.1K 0.17% 121
2024
Q3 		$199K Buy
1,120
+165
+17% +$28K 0.12% 173
2024
Q2 		$149K Buy
+955
New +$152K 0.09% 188

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 $3.37T AUM 44.26% 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 Trust Company's AMG Position: Q2 2026 in Review

Cetera Trust Company increased its Affiliated Managers Group (AMG) stake by 3.8% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,640 shares worth $555K. The position accounts for 0.28% of the portfolio, ranked #68.

Cetera Trust Company first reported a position in AMG in Q2 2024 and has held it in 9 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Cetera Trust Company held 1,640 shares of Affiliated Managers Group worth $555K as of Q2 2026.
  • Cetera Trust Company bought 60 Affiliated Managers Group shares in Q2 2026, an estimated $18.6K.
  • Affiliated Managers Group made up 0.28% of Cetera Trust Company's portfolio in Q2 2026, its #68 holding.
  • Cetera Trust Company first reported a position in Affiliated Managers Group in Q2 2024 and has held it in 9 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.