HFS
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Hantz Financial Services’s Affiliated Managers Group AMG Stock Holding History

Hantz Financial Services’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
Q1 		$139K Buy
504
+199
+65% +$60K ﹤0.01% 1139
2025
Q4 		$88K Buy
305
+163
+115% +$42.1K ﹤0.01% 1196
2025
Q3 		$34K Buy
142
+93
+190% +$20.5K ﹤0.01% 1359
2025
Q2 		$10K Buy
49
+43
+717% +$7.46K ﹤0.01% 1498
2025
Q1 		$1K Buy
+6
New +$1.05K ﹤0.01% 1458
2020
Q3 		– Sell
-5
Closed – – 569
2020
Q2 		$0 Buy
+5
New +$338 ﹤0.01% 579

Other funds holding AMG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return