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Elevation Wealth Partners’s Affiliated Managers Group AMG Stock Holding History

Elevation Wealth Partners’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 		$11.8K Buy
35
+25
+250% +$7.75K ﹤0.01% 760
2026
Q1 		$2.77K Hold
10
– – ﹤0.01% 848
2025
Q4 		$2.88K Buy
+10
New +$2.58K ﹤0.01% 735

Other funds holding AMG

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Elevation Wealth Partners's AMG Position: Q2 2026 in Review

Elevation Wealth Partners increased its Affiliated Managers Group (AMG) stake by 250% in Q2 2026, buying an estimated $7.75K and bringing the position to 35 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Elevation Wealth Partners first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Elevation Wealth Partners held 35 shares of Affiliated Managers Group worth $11.8K as of Q2 2026.
  • Elevation Wealth Partners bought 25 Affiliated Managers Group shares in Q2 2026, an estimated $7.75K.
  • Affiliated Managers Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #760 holding.
  • Elevation Wealth Partners first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.