Financial Management Professionals’s Affiliated Managers Group AMG Stock Holding History

Financial Management Professionals’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	$1.01K	Hold	3	–	–	﹤0.01%	862
2026 Q1	$830	Hold	3	–	–	﹤0.01%	822
2025 Q4	$865	Hold	3	–	–	﹤0.01%	811
2025 Q3	$715	Hold	3	–	–	﹤0.01%	826
2025 Q2	$590	Hold	3	–	–	﹤0.01%	897
2025 Q1	$504	Hold	3	–	–	﹤0.01%	889
2024 Q4	$555	Hold	3	–	–	﹤0.01%	878
2024 Q3	$1K	Hold	3	–	–	﹤0.01%	786
2024 Q2	$0	Hold	3	–	–	﹤0.01%	887
2024 Q1	$1K	Hold	3	–	–	﹤0.01%	805
2023 Q4	$0	Hold	3	–	–	﹤0.01%	929
2023 Q3	$0	Buy	+3	New	+$420	﹤0.01%	871
2022 Q1	–	Sell	-5	Closed	-$1K	–	1012
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	775
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	767
2021 Q2	$1K	Sell	5 -52	-91%	-$8.29K	﹤0.01%	729
2021 Q1	$8K	Buy	+57	New	+$7.45K	﹤0.01%	399
2017 Q2	–	Sell	-100	Closed	-$16K	–	253
2017 Q1	$16K	Buy	+100	New	+$15.8K	0.01%	132

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Management Professionals's AMG Position: Q2 2026 in Review

Financial Management Professionals held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 3 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Financial Management Professionals first reported a position in AMG in Q1 2017 and has held it in 17 quarters since. The position peaked at $16K in Q1 2017. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Financial Management Professionals held 3 shares of Affiliated Managers Group worth $1.01K as of Q2 2026.
Financial Management Professionals left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #862 holding.
Financial Management Professionals first reported a position in Affiliated Managers Group in Q1 2017 and has held it in 17 quarters since.
Financial Management Professionals's Affiliated Managers Group position peaked at $16K in Q1 2017.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.