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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Trust Company's AMG Position: Q1 2026 in Review

Cetera Trust Company held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 1,580 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #79.

Cetera Trust Company first reported a position in AMG in Q2 2024 and has held it in 8 quarters since. The position peaked at $455K in Q4 2025. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Cetera Trust Company held 1,580 shares of Affiliated Managers Group worth $437K as of Q1 2026.
  • Cetera Trust Company left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up 0.25% of Cetera Trust Company's portfolio in Q1 2026, its #79 holding.
  • Cetera Trust Company first reported a position in Affiliated Managers Group in Q2 2024 and has held it in 8 quarters since.
  • Cetera Trust Company's Affiliated Managers Group position peaked at $455K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.