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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frazier Financial Advisors's AMG Position: Q1 2026 in Review

Frazier Financial Advisors increased its Affiliated Managers Group (AMG) stake by 6.6% in Q1 2026, buying an estimated $1.21K and bringing the position to 65 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #334.

Frazier Financial Advisors first reported a position in AMG in Q4 2023 and has held it in 10 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Frazier Financial Advisors held 65 shares of Affiliated Managers Group worth $18K as of Q1 2026.
  • Frazier Financial Advisors bought 4 Affiliated Managers Group shares in Q1 2026, an estimated $1.21K.
  • Affiliated Managers Group made up 0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #334 holding.
  • Frazier Financial Advisors first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 10 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.