Creative Financial Designs’s Affiliated Managers Group AMG Stock Holding History

Creative Financial Designs’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	$6.77K	Hold	20	–	–	﹤0.01%	1625
2026 Q1	$5.53K	Hold	20	–	–	﹤0.01%	1563
2025 Q4	$5.77K	Hold	20	–	–	﹤0.01%	1484
2025 Q3	$4.77K	Hold	20	–	–	﹤0.01%	1544
2025 Q2	$3.94K	Hold	20	–	–	﹤0.01%	1569
2025 Q1	$3.36K	Hold	20	–	–	﹤0.01%	1574
2024 Q4	$3.7K	Hold	20	–	–	﹤0.01%	1484
2024 Q3	$3.56K	Hold	20	–	–	﹤0.01%	1448
2024 Q2	$3.13K	Hold	20	–	–	﹤0.01%	1417
2024 Q1	$3.35K	Sell	20 -13	-39%	-$2.02K	﹤0.01%	1404
2023 Q4	$5K	Hold	33	–	–	﹤0.01%	1260
2023 Q3	$4.3K	Hold	33	–	–	﹤0.01%	1212
2023 Q2	$4.95K	Buy	33 +13	+65%	+$1.86K	﹤0.01%	1180
2023 Q1	$2.85K	Hold	20	–	–	﹤0.01%	1217
2022 Q4	$3.17K	Hold	20	–	–	﹤0.01%	1109
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	1152
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	1108
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	1107
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	1072
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	1232
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	1255
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	1138
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	1106
2020 Q3	$1K	Sell	20 -31	-61%	-$2.17K	﹤0.01%	1127
2020 Q2	$4K	Buy	+51	New	+$3.45K	﹤0.01%	894
2018 Q4	–	Sell	-20	Closed	-$3K	–	583
2018 Q3	$3K	Hold	20	–	–	﹤0.01%	586
2018 Q2	$3K	Hold	20	–	–	﹤0.01%	600
2018 Q1	$4K	Sell	20 -14	-41%	-$2.73K	﹤0.01%	505
2017 Q4	$7K	Hold	34	–	–	﹤0.01%	451
2017 Q3	$6K	Hold	34	–	–	﹤0.01%	466
2017 Q2	$6K	Buy	34 +14	+70%	+$2.23K	﹤0.01%	479
2017 Q1	$3K	Hold	20	–	–	﹤0.01%	538
2016 Q4	$3K	Buy	+20	New	+$2.9K	﹤0.01%	523

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Financial Designs's AMG Position: Q2 2026 in Review

Creative Financial Designs held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 20 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Creative Financial Designs first reported a position in AMG in Q4 2016 and has held it in 33 quarters since. The position peaked at $7K in Q4 2017. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Creative Financial Designs held 20 shares of Affiliated Managers Group worth $6.77K as of Q2 2026.
Creative Financial Designs left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1625 holding.
Creative Financial Designs first reported a position in Affiliated Managers Group in Q4 2016 and has held it in 33 quarters since.
Creative Financial Designs's Affiliated Managers Group position peaked at $7K in Q4 2017.
564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.