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
Q3 		$306K Hold
836
– – 0.16% 137
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

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Investment Partners Asset Management's AMG Position: Q3 2026 in Review

Investment Partners Asset Management held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 836 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #137.

Investment Partners Asset Management first reported a position in AMG in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Investment Partners Asset Management held 836 shares of Affiliated Managers Group worth $306K as of Q3 2026.
  • Investment Partners Asset Management left its Affiliated Managers Group share count unchanged in Q3 2026.
  • Affiliated Managers Group made up 0.16% of Investment Partners Asset Management's portfolio in Q3 2026, its #137 holding.
  • Investment Partners Asset Management first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.