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Keating Financial Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Keating Financial Advisory Services’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 		$21.3K Buy
63
+31
+97% +$9.61K ﹤0.01% 970
2026
Q1 		$8.85K Buy
32
+11
+52% +$3.31K ﹤0.01% 1181
2025
Q4 		$6.05K Buy
+21
New +$5.43K ﹤0.01% 1232

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

Keating Financial Advisory Services's AMG Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Affiliated Managers Group (AMG) stake by 97% in Q2 2026, buying an estimated $9.61K and bringing the position to 63 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Keating Financial Advisory Services first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Keating Financial Advisory Services held 63 shares of Affiliated Managers Group worth $21.3K as of Q2 2026.
  • Keating Financial Advisory Services bought 31 Affiliated Managers Group shares in Q2 2026, an estimated $9.61K.
  • Affiliated Managers Group made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #970 holding.
  • Keating Financial Advisory Services first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 3 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.