KIM
AMG icon

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

Kestra Investment Management’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 		$1.79M Buy
5,293
+2,217
+72% +$688K 0.03% 150
2026
Q1 		$851K Sell
3,076
-2,464
-44% -$742K 0.01% 233
2025
Q4 		$1.6M Sell
5,540
-1,243
-18% -$321K 0.04% 149
2025
Q3 		$1.62M Sell
6,783
-221
-3% -$48.7K 0.04% 146
2025
Q2 		$1.38M Sell
7,004
-322
-4% -$55.9K 0.04% 149
2025
Q1 		$1.23M Buy
7,326
+2,670
+57% +$465K 0.04% 144
2024
Q4 		$861K Buy
4,656
+1,071
+30% +$200K 0.03% 161
2024
Q3 		$637K Buy
+3,585
New +$609K 0.03% 170

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

Kestra Investment Management's AMG Position: Q2 2026 in Review

Kestra Investment Management increased its Affiliated Managers Group (AMG) stake by 72% in Q2 2026, buying an estimated $688K and bringing the position to 5,293 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #150.

Kestra Investment Management first reported a position in AMG in Q3 2024 and has held it in 8 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Kestra Investment Management held 5,293 shares of Affiliated Managers Group worth $1.79M as of Q2 2026.
  • Kestra Investment Management bought 2,217 Affiliated Managers Group shares in Q2 2026, an estimated $688K.
  • Affiliated Managers Group made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #150 holding.
  • Kestra Investment Management first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 8 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.