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
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 $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
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Global Retirement Partners's AMG Position: Q4 2025 in Review

Global Retirement Partners increased its Affiliated Managers Group (AMG) stake by 387% in Q4 2025, buying an estimated $214K and bringing the position to 1,043 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1248.

Global Retirement Partners first reported a position in AMG in Q4 2016 and has held it in 23 quarters since. 509 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Global Retirement Partners held 1,043 shares of Affiliated Managers Group worth $301K as of Q4 2025.
  • Global Retirement Partners bought 829 Affiliated Managers Group shares in Q4 2025, an estimated $214K.
  • Affiliated Managers Group made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1248 holding.
  • Global Retirement Partners first reported a position in Affiliated Managers Group in Q4 2016 and has held it in 23 quarters since.
  • 509 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.