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EP Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

EP Wealth Advisors’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 		$976K Buy
2,883
+359
+14% +$111K ﹤0.01% 758
2026
Q1 		$698K Sell
2,524
-468
-16% -$141K ﹤0.01% 766
2025
Q4 		$862K Buy
+2,992
New +$773K ﹤0.01% 660
2025
Q2 		$512K Sell
2,602
-14
-0.5% -$2.43K ﹤0.01% 771
2025
Q1 		$440K Buy
2,616
+852
+48% +$149K ﹤0.01% 752
2024
Q4 		$326K Buy
1,764
+304
+21% +$56.7K ﹤0.01% 837
2024
Q3 		$260K Buy
+1,460
New +$248K ﹤0.01% 921

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

EP Wealth Advisors's AMG Position: Q2 2026 in Review

EP Wealth Advisors increased its Affiliated Managers Group (AMG) stake by 14% in Q2 2026, buying an estimated $111K and bringing the position to 2,883 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

EP Wealth Advisors first reported a position in AMG in Q3 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • EP Wealth Advisors held 2,883 shares of Affiliated Managers Group worth $976K as of Q2 2026.
  • EP Wealth Advisors bought 359 Affiliated Managers Group shares in Q2 2026, an estimated $111K.
  • Affiliated Managers Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #758 holding.
  • EP Wealth Advisors first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 7 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.