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Congress Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Congress Wealth Management’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
2025
Q2 		$676K Buy
3,434
+1,994
+138% +$346K 0.01% 824
2025
Q1 		$242K Buy
1,440
+133
+10% +$23.2K ﹤0.01% 988
2024
Q4 		$242K Sell
1,307
-2,345
-64% -$438K ﹤0.01% 812
2024
Q3 		$649K Buy
3,652
+10
+0.3% +$1.7K 0.01% 591
2024
Q2 		$569K Buy
+3,642
New +$580K 0.01% 518

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Congress Wealth Management's AMG Position: Q2 2025 in Review

Congress Wealth Management increased its Affiliated Managers Group (AMG) stake by 138% in Q2 2025, buying an estimated $346K and bringing the position to 3,434 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #824.

Congress Wealth Management first reported a position in AMG in Q2 2024 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Congress Wealth Management held 3,434 shares of Affiliated Managers Group worth $676K as of Q2 2025.
  • Congress Wealth Management bought 1,994 Affiliated Managers Group shares in Q2 2025, an estimated $346K.
  • Affiliated Managers Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #824 holding.
  • Congress Wealth Management first reported a position in Affiliated Managers Group in Q2 2024 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.