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
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

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

Farther Finance Advisors's AMG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Affiliated Managers Group (AMG) stake by 22% in Q2 2026, selling an estimated $231K and leaving 2,627 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #1176.

Farther Finance Advisors first reported a position in AMG in Q4 2022 and has held it in 15 quarters since. The position peaked at $953K in Q4 2025. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Farther Finance Advisors held 2,627 shares of Affiliated Managers Group worth $889K as of Q2 2026.
  • Farther Finance Advisors sold 746 Affiliated Managers Group shares in Q2 2026, an estimated $231K.
  • Affiliated Managers Group made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1176 holding.
  • Farther Finance Advisors first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Affiliated Managers Group position peaked at $953K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.