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Harbour Investments’s Affiliated Managers Group AMG Stock Holding History

Harbour 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
Q2 		$4.05K Sell
12
-2
-14% -$620 ﹤0.01% 3775
2026
Q1 		$3.94K Buy
14
+1
+8% +$301 ﹤0.01% 3679
2025
Q4 		$3.75K Sell
13
-19
-59% -$4.91K ﹤0.01% 3127
2025
Q3 		$7.63K Hold
32
– – ﹤0.01% 2809
2025
Q2 		$6.3K Buy
+32
New +$5.55K ﹤0.01% 2781
2023
Q3 		– Sell
-60
Closed -$8.99K – 3003
2023
Q2 		$8.99K Hold
60
– – ﹤0.01% 2080
2023
Q1 		$8.54K Buy
+60
New +$9.48K ﹤0.01% 2084
2021
Q3 		– Sell
-2
Closed – – 3710
2021
Q2 		$0 Buy
+2
New +$319 ﹤0.01% 3747

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

Harbour Investments's AMG Position: Q2 2026 in Review

Harbour Investments reduced its Affiliated Managers Group (AMG) stake by 14% in Q2 2026, selling an estimated $620 and leaving 12 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Harbour Investments first reported a position in AMG in Q2 2021 and has held it in 8 quarters since. The position peaked at $8.99K in Q2 2023. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Harbour Investments held 12 shares of Affiliated Managers Group worth $4.05K as of Q2 2026.
  • Harbour Investments sold 2 Affiliated Managers Group shares in Q2 2026, an estimated $620.
  • Affiliated Managers Group made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3775 holding.
  • Harbour Investments first reported a position in Affiliated Managers Group in Q2 2021 and has held it in 8 quarters since.
  • Harbour Investments's Affiliated Managers Group position peaked at $8.99K in Q2 2023.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.