Focus Partners Wealth
AMG icon

Focus Partners Wealth’s Affiliated Managers Group AMG Stock Holding History

Focus Partners Wealth’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 		$1.9M Buy
5,600
+620
+12% +$192K ﹤0.01% 1381
2026
Q1 		$1.38M Sell
4,980
-768
-13% -$231K ﹤0.01% 1469
2025
Q4 		$1.66M Buy
5,748
+2,970
+107% +$768K ﹤0.01% 1411
2025
Q3 		$609K Sell
2,778
-116
-4% -$25.6K ﹤0.01% 1524
2025
Q2 		$569K Sell
2,894
-756
-21% -$131K ﹤0.01% 1376
2025
Q1 		$613K Sell
3,650
-45
-1% -$7.84K ﹤0.01% 1252
2024
Q4 		$683K Buy
+3,695
New +$690K ﹤0.01% 1196
2024
Q3 		– Sell
-4,141
Closed -$647K – 1572
2024
Q2 		$647K Sell
4,141
-22
-0.5% -$3.5K ﹤0.01% 890
2024
Q1 		$697K Buy
+4,163
New +$647K 0.01% 663

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

Focus Partners Wealth's AMG Position: Q2 2026 in Review

Focus Partners Wealth increased its Affiliated Managers Group (AMG) stake by 12% in Q2 2026, buying an estimated $192K and bringing the position to 5,600 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Focus Partners Wealth first reported a position in AMG in Q1 2024 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Focus Partners Wealth held 5,600 shares of Affiliated Managers Group worth $1.9M as of Q2 2026.
  • Focus Partners Wealth bought 620 Affiliated Managers Group shares in Q2 2026, an estimated $192K.
  • Affiliated Managers Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1381 holding.
  • Focus Partners Wealth first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 9 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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