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JFS Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

JFS Wealth Advisors’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 		$13.9K Hold
41
– – ﹤0.01% 872
2026
Q1 		$11.3K Buy
41
+3
+8% +$904 ﹤0.01% 902
2025
Q4 		$11K Buy
38
+9
+31% +$2.33K ﹤0.01% 942
2025
Q3 		$6.92K Hold
29
– – ﹤0.01% 1008
2025
Q2 		$5.71K Sell
29
-1
-3% -$173 ﹤0.01% 1038
2025
Q1 		$5.04K Hold
30
– – ﹤0.01% 1122
2024
Q4 		$5.55K Hold
30
– – ﹤0.01% 1093
2024
Q3 		$5.33K Hold
30
– – ﹤0.01% 1094
2024
Q2 		$4.69K Hold
30
– – ﹤0.01% 1087
2024
Q1 		$5.03K Buy
30
+1
+3% +$155 ﹤0.01% 1097
2023
Q4 		$4.39K Sell
29
-2
-6% -$269 ﹤0.01% 1118
2023
Q3 		$4.04K Sell
31
-13
-30% -$1.82K ﹤0.01% 1081
2023
Q2 		$6.6K Hold
44
– – ﹤0.01% 885
2023
Q1 		$6.27K Sell
44
-5
-10% -$790 ﹤0.01% 901
2022
Q4 		$7.76K Buy
49
+6
+14% +$849 ﹤0.01% 811
2022
Q3 		$5K Buy
43
+29
+207% +$3.64K ﹤0.01% 961
2022
Q2 		$2K Sell
14
-20
-59% -$2.57K ﹤0.01% 1271
2022
Q1 		$5K Buy
34
+20
+143% +$2.87K ﹤0.01% 1014
2021
Q4 		$2K Buy
+14
New +$2.35K ﹤0.01% 1020
2016
Q2 		– Sell
-9
Closed -$1K – 503
2016
Q1 		$1K Buy
+9
New +$1.26K ﹤0.01% 551

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

JFS Wealth Advisors's AMG Position: Q2 2026 in Review

JFS Wealth Advisors held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 41 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

JFS Wealth Advisors first reported a position in AMG in Q1 2016 and has held it in 20 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of Affiliated Managers Group worth $13.9K as of Q2 2026.
  • JFS Wealth Advisors left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #872 holding.
  • JFS Wealth Advisors first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 20 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.