EWP
AMG icon

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
Q3 		$23.4K Buy
64
+29
+83% +$10.5K 0.01% 628
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

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

Elevation Wealth Partners's AMG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Affiliated Managers Group (AMG) stake by 83% in Q3 2026, buying an estimated $10.5K and bringing the position to 64 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #628.

Elevation Wealth Partners first reported a position in AMG in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Elevation Wealth Partners held 64 shares of Affiliated Managers Group worth $23.4K as of Q3 2026.
  • Elevation Wealth Partners bought 29 Affiliated Managers Group shares in Q3 2026, an estimated $10.5K.
  • Affiliated Managers Group made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #628 holding.
  • Elevation Wealth Partners first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.