Kestra Investment Management’s Affiliated Managers Group AMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Buy	14,330 +7,004	+96%	+$1.28M	0.04%	151
2025 Q1	$1.23M	Buy	7,326 +2,670	+57%	+$449K	0.04%	144
2024 Q4	$861K	Buy	4,656 +1,071	+30%	+$198K	0.03%	161
2024 Q3	$637K	Buy	+3,585	New	+$637K	0.03%	170