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Empowered Funds’s Affiliated Managers Group AMG Stock Holding History

Empowered Funds’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 		$27.7M Buy
81,755
+6,183
+8% +$1.92M 0.15% 134
2026
Q1 		$20.9M Buy
+75,572
New +$22.8M 0.13% 148
2025
Q4 		– Sell
-2,335
Closed -$557K – 1038
2025
Q3 		$557K Buy
+2,335
New +$515K 0.01% 1363
2022
Q1 		– Sell
-10,713
Closed -$1.76M – 247
2021
Q4 		$1.76M Buy
10,713
+300
+3% +$50.3K 0.2% 122
2021
Q3 		$1.57M Buy
+10,413
New +$1.71M 0.2% 123

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

Empowered Funds's AMG Position: Q2 2026 in Review

Empowered Funds increased its Affiliated Managers Group (AMG) stake by 8.2% in Q2 2026, buying an estimated $1.92M and bringing the position to 81,755 shares worth $27.7M. The position accounts for 0.15% of the portfolio, ranked #134.

Empowered Funds first reported a position in AMG in Q3 2021 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Empowered Funds held 81,755 shares of Affiliated Managers Group worth $27.7M as of Q2 2026.
  • Empowered Funds bought 6,183 Affiliated Managers Group shares in Q2 2026, an estimated $1.92M.
  • Affiliated Managers Group made up 0.15% of Empowered Funds's portfolio in Q2 2026, its #134 holding.
  • Empowered Funds first reported a position in Affiliated Managers Group in Q3 2021 and has held it in 5 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.