FFA
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Frazier Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Frazier Financial 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 		$20.6K Sell
61
-4
-6% -$1.24K 0.01% 307
2026
Q1 		$18K Buy
65
+4
+7% +$1.21K 0.01% 334
2025
Q4 		$17.6K Hold
61
– – 0.01% 288
2025
Q3 		$14.5K Hold
61
– – 0.01% 302
2025
Q2 		$12K Hold
61
– – 0.01% 326
2025
Q1 		$10.3K Hold
61
– – 0.01% 330
2024
Q4 		$11.3K Hold
61
– – 0.01% 314
2024
Q3 		$10.8K Hold
61
– – 0.01% 352
2024
Q2 		$9.53K Hold
61
– – 0.01% 450
2024
Q1 		$10.2K Hold
61
– – 0.01% 406
2023
Q4 		$9.24K Buy
+61
New +$8.2K 0.01% 361

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

Frazier Financial Advisors's AMG Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Affiliated Managers Group (AMG) stake by 6.2% in Q2 2026, selling an estimated $1.24K and leaving 61 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #307.

Frazier Financial Advisors first reported a position in AMG in Q4 2023 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Frazier Financial Advisors held 61 shares of Affiliated Managers Group worth $20.6K as of Q2 2026.
  • Frazier Financial Advisors sold 4 Affiliated Managers Group shares in Q2 2026, an estimated $1.24K.
  • Affiliated Managers Group made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #307 holding.
  • Frazier Financial Advisors first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 11 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.