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Cooper Financial Group’s Affiliated Managers Group AMG Stock Holding History

Cooper Financial Group’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
Q3 		$212K Sell
579
-63
-10% -$22.8K 0.02% 426
2026
Q2 		$217K Sell
642
-186
-22% -$57.7K 0.02% 421
2026
Q1 		$229K Sell
828
-76
-8% -$22.9K 0.02% 383
2025
Q4 		$261K Sell
904
-47
-5% -$12.1K 0.03% 323
2025
Q3 		$227K Buy
+951
New +$210K 0.03% 355

Other funds holding AMG

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Cooper Financial Group's AMG Position: Q3 2026 in Review

Cooper Financial Group reduced its Affiliated Managers Group (AMG) stake by 9.8% in Q3 2026, selling an estimated $22.8K and leaving 579 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #426.

Cooper Financial Group first reported a position in AMG in Q3 2025 and has held it in 5 quarters since. The position peaked at $261K in Q4 2025. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Cooper Financial Group held 579 shares of Affiliated Managers Group worth $212K as of Q3 2026.
  • Cooper Financial Group sold 63 Affiliated Managers Group shares in Q3 2026, an estimated $22.8K.
  • Affiliated Managers Group made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #426 holding.
  • Cooper Financial Group first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 5 quarters since.
  • Cooper Financial Group's Affiliated Managers Group position peaked at $261K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.