Inspire Investing
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Inspire Investing’s Affiliated Managers Group AMG Stock Holding History

Inspire Investing’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 		$5.09M Sell
13,920
-4,445
-24% -$1.61M 0.21% 86
2026
Q2 		$6.21M Buy
18,365
+6,519
+55% +$2.02M 0.26% 74
2026
Q1 		$3.28M Buy
+11,846
New +$3.57M 0.19% 112
2022
Q4 		– Sell
-4,826
Closed -$540K – 744
2022
Q3 		$540K Sell
4,826
-484
-9% -$60.7K 0.08% 185
2022
Q2 		$619K Sell
5,310
-395
-7% -$50.8K 0.08% 188
2022
Q1 		$804K Buy
5,705
+492
+9% +$70.7K 0.09% 186
2021
Q4 		$858K Sell
5,213
-1,687
-24% -$283K 0.1% 179
2021
Q3 		$1.04M Buy
6,900
+840
+14% +$138K 0.13% 176
2021
Q2 		$935K Buy
6,060
+699
+13% +$112K 0.12% 182
2021
Q1 		$799K Buy
+5,361
New +$701K 0.12% 171
2020
Q2 		– Sell
-747
Closed -$44K – 501
2020
Q1 		$44K Buy
+747
New +$56K 0.02% 552
2018
Q1 		– Sell
-7
Closed -$1K – 218
2017
Q4 		$1K Buy
+7
New +$1.36K ﹤0.01% 845

Other funds holding AMG

Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
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

Inspire Investing's AMG Position: Q3 2026 in Review

Inspire Investing reduced its Affiliated Managers Group (AMG) stake by 24% in Q3 2026, selling an estimated $1.61M and leaving 13,920 shares worth $5.09M. The position accounts for 0.21% of the portfolio, ranked #86.

Inspire Investing first reported a position in AMG in Q4 2017 and has held it in 12 quarters since. The position peaked at $6.21M in Q2 2026. 161 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Inspire Investing held 13,920 shares of Affiliated Managers Group worth $5.09M as of Q3 2026.
  • Inspire Investing sold 4,445 Affiliated Managers Group shares in Q3 2026, an estimated $1.61M.
  • Affiliated Managers Group made up 0.21% of Inspire Investing's portfolio in Q3 2026, its #86 holding.
  • Inspire Investing first reported a position in Affiliated Managers Group in Q4 2017 and has held it in 12 quarters since.
  • Inspire Investing's Affiliated Managers Group position peaked at $6.21M in Q2 2026.
  • 161 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.