IAAG
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Innovative Asset Advisors Group’s Affiliated Managers Group AMG Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-342
Closed -$94.6K – 316
2026
Q1 		$94.6K Buy
+342
New +$103K 0.05% 216

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Innovative Asset Advisors Group's AMG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 342 shares — an estimated $94.6K sold.

Innovative Asset Advisors Group first reported a position in AMG in Q1 2026 and held it in 1 quarter. The position peaked at $94.6K in Q1 2026. 527 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 342 Affiliated Managers Group shares in Q2 2026, an estimated $94.6K.
  • Innovative Asset Advisors Group first reported a position in Affiliated Managers Group in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Affiliated Managers Group position peaked at $94.6K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.