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Global Financial Private Client’s Affiliated Managers Group AMG Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-9
Closed -$1.51K – 293
2025
Q1 		$1.51K Buy
9
+6
+200% +$1.05K ﹤0.01% 946
2024
Q4 		$555 Buy
+3
New +$560 ﹤0.01% 903

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
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
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

Global Financial Private Client's AMG Position: Q2 2025 in Review

Global Financial Private Client sold out of Affiliated Managers Group (AMG) in Q2 2025, closing a stake of 9 shares — an estimated $1.51K sold.

Global Financial Private Client first reported a position in AMG in Q4 2024 and held it in 2 quarters. The position peaked at $1.51K in Q1 2025. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Global Financial Private Client reported no remaining Affiliated Managers Group position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 Affiliated Managers Group shares in Q2 2025, an estimated $1.51K.
  • Global Financial Private Client first reported a position in Affiliated Managers Group in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Affiliated Managers Group position peaked at $1.51K in Q1 2025.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.