IPAM
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Investment Partners Asset Management’s Affiliated Managers Group AMG Stock Holding History

Investment Partners Asset Management’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 		$283K Hold
836
– – 0.16% 140
2026
Q1 		$231K Hold
836
– – 0.14% 148
2025
Q4 		$241K Buy
+836
New +$216K 0.15% 149

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

Investment Partners Asset Management's AMG Position: Q2 2026 in Review

Investment Partners Asset Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 836 shares worth $283K. The position accounts for 0.16% of the portfolio, ranked #140.

Investment Partners Asset Management first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Investment Partners Asset Management held 836 shares of Affiliated Managers Group worth $283K as of Q2 2026.
  • Investment Partners Asset Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 0.16% of Investment Partners Asset Management's portfolio in Q2 2026, its #140 holding.
  • Investment Partners Asset Management first reported a position in Affiliated Managers Group in Q4 2025 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 Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.