EFG
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Elevated Financial Group’s Affiliated Managers Group AMG Stock Holding History

Elevated 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
Q2 		$247K Sell
731
-140
-16% -$43.4K 0.07% 113
2026
Q1 		$241K Sell
871
-85
-9% -$25.6K 0.08% 122
2025
Q4 		$276K Buy
+956
New +$247K 0.1% 113

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Elevated Financial Group's AMG Position: Q2 2026 in Review

Elevated Financial Group reduced its Affiliated Managers Group (AMG) stake by 16% in Q2 2026, selling an estimated $43.4K and leaving 731 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #113.

Elevated Financial Group first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Elevated Financial Group held 731 shares of Affiliated Managers Group worth $247K as of Q2 2026.
  • Elevated Financial Group sold 140 Affiliated Managers Group shares in Q2 2026, an estimated $43.4K.
  • Affiliated Managers Group made up 0.07% of Elevated Financial Group's portfolio in Q2 2026, its #113 holding.
  • Elevated Financial Group first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Affiliated Managers Group position peaked at $276K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.