Gradient Investments’s Affiliated Managers Group AMG Stock Holding History

Gradient Investments’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 Q3	$2.53M	Sell	6,925 -140	-2%	-$50.8K	0.04%	238
2026 Q2	$2.39M	Sell	7,065 -2,535	-26%	-$786K	0.03%	246
2026 Q1	$2.66M	Buy	+9,600	New	+$2.89M	0.04%	227
2023 Q3	–	Sell	-6	Closed	-$899	–	1810
2023 Q2	$899	Buy	+6	New	+$859	﹤0.01%	1394
2023 Q1	–	Sell	-3	Closed	-$475	–	1513
2022 Q4	$475	Buy	+3	New	+$424	﹤0.01%	1304
2019 Q1	–	Sell	-34	Closed	-$3K	–	861
2018 Q4	$3K	Buy	+34	New	+$3.84K	﹤0.01%	768
2018 Q1	–	Sell	-3	Closed	-$1K	–	996
2017 Q4	$1K	Buy	+3	New	+$581	﹤0.01%	858

Other funds holding AMG

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Gradient Investments's AMG Position: Q3 2026 in Review

Gradient Investments reduced its Affiliated Managers Group (AMG) stake by 2% in Q3 2026, selling an estimated $50.8K and leaving 6,925 shares worth $2.53M. The position accounts for 0.04% of the portfolio, ranked #238.

Gradient Investments first reported a position in AMG in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.66M in Q1 2026. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Gradient Investments held 6,925 shares of Affiliated Managers Group worth $2.53M as of Q3 2026.
Gradient Investments sold 140 Affiliated Managers Group shares in Q3 2026, an estimated $50.8K.
Affiliated Managers Group made up 0.04% of Gradient Investments's portfolio in Q3 2026, its #238 holding.
Gradient Investments first reported a position in Affiliated Managers Group in Q4 2017 and has held it in 7 quarters since.
Gradient Investments's Affiliated Managers Group position peaked at $2.66M in Q1 2026.
24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.