JWA
AMG icon

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

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return