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Decker Retirement Planning’s Affiliated Managers Group AMG Stock Holding History

Decker Retirement Planning’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
Q3 		– Sell
-25
Closed -$4.92K – 224
2025
Q2 		$4.92K Buy
+25
New +$4.34K ﹤0.01% 218

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Decker Retirement Planning's AMG Position: Q3 2025 in Review

Decker Retirement Planning sold out of Affiliated Managers Group (AMG) in Q3 2025, closing a stake of 25 shares — an estimated $4.92K sold.

Decker Retirement Planning first reported a position in AMG in Q2 2025 and held it in 1 quarter. The position peaked at $4.92K in Q2 2025. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • Decker Retirement Planning reported no remaining Affiliated Managers Group position as of Q3 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 25 Affiliated Managers Group shares in Q3 2025, an estimated $4.92K.
  • Decker Retirement Planning first reported a position in Affiliated Managers Group in Q2 2025 and held it in 1 quarter.
  • Decker Retirement Planning's Affiliated Managers Group position peaked at $4.92K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Decker Retirement Planning's 13F filing for Q3 2025, filed 27 Oct 2025.