Kestra Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Kestra 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	$4.37M	Buy	12,912 +102	+0.8%	+$31.6K	0.01%	916
2026 Q1	$3.54M	Sell	12,810 -1,977	-13%	-$596K	0.01%	978
2025 Q4	$4.26M	Buy	14,787 +745	+5%	+$193K	0.02%	832
2025 Q3	$3.35M	Sell	14,042 -1,128	-7%	-$249K	0.02%	902
2025 Q2	$2.98M	Sell	15,170 -1,062	-7%	-$184K	0.01%	874
2025 Q1	$2.73M	Buy	+16,232	New	+$2.83M	0.01%	847
2021 Q2	–	Sell	-9,780	Closed	-$1.46M	–	1996
2021 Q1	$1.46M	Buy	+9,780	New	+$1.28M	0.02%	710

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Advisory Services's AMG Position: Q2 2026 in Review

Kestra Advisory Services increased its Affiliated Managers Group (AMG) stake by 0.8% in Q2 2026, buying an estimated $31.6K and bringing the position to 12,912 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #916.

Kestra Advisory Services first reported a position in AMG in Q1 2021 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Kestra Advisory Services held 12,912 shares of Affiliated Managers Group worth $4.37M as of Q2 2026.
Kestra Advisory Services bought 102 Affiliated Managers Group shares in Q2 2026, an estimated $31.6K.
Affiliated Managers Group made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #916 holding.
Kestra Advisory Services first reported a position in Affiliated Managers Group in Q1 2021 and has held it in 7 quarters since.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.