FWM
AMG icon

FSA Wealth Management’s Affiliated Managers Group AMG Stock Holding History

FSA Wealth Management’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
2025
Q3 		$5.48K Hold
23
– – ﹤0.01% 391
2025
Q2 		$4.53K Hold
23
– – ﹤0.01% 397
2025
Q1 		$3.87K Hold
23
– – ﹤0.01% 385
2024
Q4 		$4.25K Hold
23
– – ﹤0.01% 408
2024
Q3 		$4.09K Buy
+23
New +$3.91K ﹤0.01% 425
2024
Q1 		$3.85K Hold
23
– – ﹤0.01% 483
2023
Q4 		$3K Buy
+23
New +$3.09K ﹤0.01% 478

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FSA Wealth Management's AMG Position: Q3 2025 in Review

FSA Wealth Management held its Affiliated Managers Group (AMG) position steady in Q3 2025 at 23 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

FSA Wealth Management first reported a position in AMG in Q4 2023 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • FSA Wealth Management held 23 shares of Affiliated Managers Group worth $5.48K as of Q3 2025.
  • FSA Wealth Management left its Affiliated Managers Group share count unchanged in Q3 2025.
  • Affiliated Managers Group made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #391 holding.
  • FSA Wealth Management first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.