FFA
AMG icon

Farther Finance Advisors’s Affiliated Managers Group AMG Stock Holding History

Farther Finance 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
Q3 		$577K Sell
1,577
-1,050
-40% -$381K ﹤0.01% 1479
2026
Q2 		$889K Sell
2,627
-746
-22% -$231K 0.01% 1176
2026
Q1 		$923K Buy
3,373
+66
+2% +$19.9K 0.01% 1021
2025
Q4 		$953K Sell
3,307
-20
-0.6% -$5.17K 0.01% 906
2025
Q3 		$793K Buy
3,327
+461
+16% +$102K 0.01% 845
2025
Q2 		$564K Buy
2,866
+1,007
+54% +$175K 0.01% 855
2025
Q1 		$315K Buy
1,859
+1,649
+785% +$287K 0.01% 1018
2024
Q4 		$38.8K Sell
210
-78
-27% -$14.6K ﹤0.01% 1786
2024
Q3 		$51.1K Buy
288
+3
+1% +$510 ﹤0.01% 1637
2024
Q2 		$44.1K Buy
285
+56
+24% +$8.92K ﹤0.01% 1469
2024
Q1 		$38K Buy
229
+21
+10% +$3.27K ﹤0.01% 1276
2023
Q4 		$31.5K Buy
208
+50
+32% +$6.72K ﹤0.01% 1185
2023
Q3 		$20.7K Buy
158
+45
+40% +$6.29K ﹤0.01% 1078
2023
Q2 		$16.9K Buy
113
+59
+109% +$8.45K ﹤0.01% 1048
2023
Q1 		$7.69K Hold
54
– – ﹤0.01% 1206
2022
Q4 		$8.55K Buy
+54
New +$7.64K ﹤0.01% 993

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
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
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Farther Finance Advisors's AMG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Affiliated Managers Group (AMG) stake by 40% in Q3 2026, selling an estimated $381K and leaving 1,577 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Farther Finance Advisors first reported a position in AMG in Q4 2022 and has held it in 16 quarters since. The position peaked at $953K in Q4 2025. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Farther Finance Advisors held 1,577 shares of Affiliated Managers Group worth $577K as of Q3 2026.
  • Farther Finance Advisors sold 1,050 Affiliated Managers Group shares in Q3 2026, an estimated $381K.
  • Affiliated Managers Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1479 holding.
  • Farther Finance Advisors first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Affiliated Managers Group position peaked at $953K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.