Jones Financial Companies
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Jones Financial Companies’s Affiliated Managers Group AMG Stock Holding History

Jones Financial Companies’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 		$168K Buy
491
+197
+67% +$61.1K ﹤0.01% 2658
2026
Q1 		$79.1K Buy
294
+51
+21% +$15.4K ﹤0.01% 2766
2025
Q4 		$70.1K Sell
243
-3
-1% -$775 ﹤0.01% 2379
2025
Q3 		$58.8K Buy
246
+84
+52% +$18.5K ﹤0.01% 2303
2025
Q2 		$32K Buy
162
+3
+2% +$520 ﹤0.01% 2403
2025
Q1 		$26.6K Buy
159
+19
+14% +$3.31K ﹤0.01% 2319
2024
Q4 		$25.9K Buy
140
+62
+79% +$11.6K ﹤0.01% 2142
2024
Q3 		$13.8K Buy
78
+7
+10% +$1.19K ﹤0.01% 2089
2024
Q2 		$11.1K Hold
71
– – ﹤0.01% 1730
2024
Q1 		$11.9K Buy
+71
New +$11K ﹤0.01% 1022
2013
Q4 		– Sell
-313
Closed -$57K – 234
2013
Q3 		$57K Buy
313
+171
+120% +$30.4K ﹤0.01% 280
2013
Q2 		$23K Buy
+142
New +$22.5K ﹤0.01% 436

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 $3.38T AUM 44.17% 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

Jones Financial Companies's AMG Position: Q2 2026 in Review

Jones Financial Companies increased its Affiliated Managers Group (AMG) stake by 67% in Q2 2026, buying an estimated $61.1K and bringing the position to 491 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Jones Financial Companies first reported a position in AMG in Q2 2013 and has held it in 12 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Jones Financial Companies held 491 shares of Affiliated Managers Group worth $168K as of Q2 2026.
  • Jones Financial Companies bought 197 Affiliated Managers Group shares in Q2 2026, an estimated $61.1K.
  • Affiliated Managers Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2658 holding.
  • Jones Financial Companies first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 12 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.