GRP
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Global Retirement Partners’s Affiliated Managers Group AMG Stock Holding History

Global Retirement Partners’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 		$364K Buy
+1,077
New +$334K 0.01% 1196
2025
Q4 		$301K Buy
1,043
+829
+387% +$214K 0.01% 1248
2025
Q3 		$51K Buy
214
+198
+1,238% +$43.6K ﹤0.01% 1877
2025
Q2 		$3.15K Buy
+16
New +$2.78K ﹤0.01% 3075
2024
Q4 		$3.33K Sell
18
-75
-81% -$14K ﹤0.01% 2876
2024
Q3 		$16.5K Sell
93
-4
-4% -$679 ﹤0.01% 2082
2024
Q2 		$15.2K Buy
97
+90
+1,286% +$14.3K ﹤0.01% 2128
2024
Q1 		$1.17K Sell
7
-2
-22% -$311 ﹤0.01% 2924
2023
Q4 		$1.33K Buy
9
+2
+29% +$269 ﹤0.01% 2815
2023
Q3 		$892 Hold
7
– – ﹤0.01% 2795
2023
Q2 		$1.05K Hold
7
– – ﹤0.01% 2770
2023
Q1 		$989 Hold
7
– – ﹤0.01% 2737
2022
Q4 		$1.11K Sell
7
-2
-22% -$283 ﹤0.01% 2566
2022
Q3 		$1K Buy
+9
New +$1.13K ﹤0.01% 2367
2019
Q2 		– Sell
-11
Closed -$1K – 1589
2019
Q1 		$1K Hold
11
– – ﹤0.01% 1436
2018
Q4 		$1K Sell
11
-96
-90% -$10.8K ﹤0.01% 1376
2018
Q3 		$15K Buy
107
+44
+70% +$6.5K ﹤0.01% 907
2018
Q2 		$9K Hold
63
– – ﹤0.01% 1015
2018
Q1 		$12K Sell
63
-1
-2% -$195 ﹤0.01% 896
2017
Q4 		$13K Buy
64
+22
+52% +$4.26K ﹤0.01% 819
2017
Q3 		$8K Sell
42
-12
-22% -$2.13K ﹤0.01% 883
2017
Q2 		$9K Sell
54
-14
-21% -$2.23K ﹤0.01% 805
2017
Q1 		$11K Buy
68
+31
+84% +$4.91K 0.01% 711
2016
Q4 		$5K Buy
+37
New +$5.37K ﹤0.01% 832

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

Global Retirement Partners's AMG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 1,077 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #1196 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AMG as recently as Q4 2025.

Global Retirement Partners first reported a position in AMG in Q4 2016 and has held it in 24 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Global Retirement Partners held 1,077 shares of Affiliated Managers Group worth $364K as of Q2 2026.
  • Affiliated Managers Group was a new Global Retirement Partners position in Q2 2026.
  • Affiliated Managers Group made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1196 holding.
  • Global Retirement Partners first reported a position in Affiliated Managers Group in Q4 2016 and has held it in 24 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.