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Kelleher Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Kelleher Financial 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 		$33.2K Buy
98
+49
+100% +$15.2K ﹤0.01% 488
2026
Q1 		$13.6K Hold
49
– – ﹤0.01% 515
2025
Q4 		$14.1K Hold
49
– – ﹤0.01% 550
2025
Q3 		$11.7K Buy
+49
New +$10.8K ﹤0.01% 485

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

Kelleher Financial Advisors's AMG Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Affiliated Managers Group (AMG) stake by 100% in Q2 2026, buying an estimated $15.2K and bringing the position to 98 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Kelleher Financial Advisors first reported a position in AMG in Q3 2025 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Kelleher Financial Advisors held 98 shares of Affiliated Managers Group worth $33.2K as of Q2 2026.
  • Kelleher Financial Advisors bought 49 Affiliated Managers Group shares in Q2 2026, an estimated $15.2K.
  • Affiliated Managers Group made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #488 holding.
  • Kelleher Financial Advisors first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 4 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.