FFO
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Fortitude Family Office’s Affiliated Managers Group AMG Stock Holding History

Fortitude Family Office’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 		$7.78K Buy
23
+1
+5% +$310 ﹤0.01% 886
2026
Q1 		$6.09K Buy
22
+12
+120% +$3.62K ﹤0.01% 850
2025
Q4 		$2.88K Hold
10
– – ﹤0.01% 1023
2025
Q3 		$2.38K Hold
10
– – ﹤0.01% 1138
2025
Q2 		$1.97K Buy
+10
New +$1.74K ﹤0.01% 1203

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 $3.38T AUM 44.17% 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

Fortitude Family Office's AMG Position: Q2 2026 in Review

Fortitude Family Office increased its Affiliated Managers Group (AMG) stake by 4.5% in Q2 2026, buying an estimated $310 and bringing the position to 23 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Fortitude Family Office first reported a position in AMG in Q2 2025 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Fortitude Family Office held 23 shares of Affiliated Managers Group worth $7.78K as of Q2 2026.
  • Fortitude Family Office bought 1 Affiliated Managers Group share in Q2 2026, an estimated $310.
  • Affiliated Managers Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #886 holding.
  • Fortitude Family Office first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 5 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.