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Diversified Management’s Affiliated Managers Group AMG Stock Holding History

Diversified 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
2026
Q3 		$271K Buy
+740
New +$268K 0.05% 214
2026
Q2 		– Sell
-800
Closed -$221K – 176
2026
Q1 		$221K Buy
+800
New +$241K 0.04% 248

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

Diversified Management's AMG Position: Q3 2026 in Review

Diversified Management opened a new position in Affiliated Managers Group (AMG) in Q3 2026: 740 shares worth $271K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings. This is a return to the name: Diversified Management previously reported a position in AMG as recently as Q1 2026.

Diversified Management first reported a position in AMG in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Diversified Management held 740 shares of Affiliated Managers Group worth $271K as of Q3 2026.
  • Affiliated Managers Group was a new Diversified Management position in Q3 2026.
  • Affiliated Managers Group made up 0.05% of Diversified Management's portfolio in Q3 2026, its #214 holding.
  • Diversified Management first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.