Highline Wealth Partners
AMG icon

Highline Wealth Partners’s Affiliated Managers Group AMG Stock Holding History

Highline Wealth Partners’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 		$13.9K Buy
38
+9
+31% +$3.26K ﹤0.01% 557
2026
Q2 		$9.8K Buy
29
+7
+32% +$2.17K ﹤0.01% 608
2026
Q1 		$6.09K Buy
+22
New +$6.63K ﹤0.01% 663

Other funds holding AMG

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Highline Wealth Partners's AMG Position: Q3 2026 in Review

Highline Wealth Partners increased its Affiliated Managers Group (AMG) stake by 31% in Q3 2026, buying an estimated $3.26K and bringing the position to 38 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Highline Wealth Partners first reported a position in AMG in Q1 2026 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Highline Wealth Partners held 38 shares of Affiliated Managers Group worth $13.9K as of Q3 2026.
  • Highline Wealth Partners bought 9 Affiliated Managers Group shares in Q3 2026, an estimated $3.26K.
  • Affiliated Managers Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #557 holding.
  • Highline Wealth Partners first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.