HWA
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HHM Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

HHM Wealth 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 		$5.42K Hold
16
– – ﹤0.01% 715
2026
Q1 		$4.43K Buy
+16
New +$4.82K ﹤0.01% 736
2025
Q1 		– Sell
-5
Closed -$925 – 930
2024
Q4 		$925 Buy
+5
New +$933 ﹤0.01% 863

Other funds holding AMG

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

HHM Wealth Advisors's AMG Position: Q2 2026 in Review

HHM Wealth Advisors held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 16 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

HHM Wealth Advisors first reported a position in AMG in Q4 2024 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • HHM Wealth Advisors held 16 shares of Affiliated Managers Group worth $5.42K as of Q2 2026.
  • HHM Wealth Advisors left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #715 holding.
  • HHM Wealth Advisors first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.