HIA
AMG icon

HFM Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

HFM Investment Advisors’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 		$2.71K Buy
8
+5
+167% +$1.55K ﹤0.01% 343
2026
Q1 		$830 Hold
3
– – ﹤0.01% 477
2025
Q4 		$865 Hold
3
– – ﹤0.01% 505
2025
Q3 		$715 Hold
3
– – ﹤0.01% 503
2025
Q2 		$590 Buy
3
+2
+200% +$347 ﹤0.01% 589
2025
Q1 		$169 Buy
+1
New +$174 ﹤0.01% 690

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's AMG Position: Q2 2026 in Review

HFM Investment Advisors increased its Affiliated Managers Group (AMG) stake by 167% in Q2 2026, buying an estimated $1.55K and bringing the position to 8 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

HFM Investment Advisors first reported a position in AMG in Q1 2025 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Affiliated Managers Group worth $2.71K as of Q2 2026.
  • HFM Investment Advisors bought 5 Affiliated Managers Group shares in Q2 2026, an estimated $1.55K.
  • Affiliated Managers Group made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • HFM Investment Advisors first reported a position in Affiliated Managers Group in Q1 2025 and has held it in 6 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.