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Key Financial Inc’s Affiliated Managers Group AMG Stock Holding History

Key Financial Inc’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 		$9.14K Hold
27
– – ﹤0.01% 896
2026
Q1 		$7.47K Hold
27
– – ﹤0.01% 948
2025
Q4 		$7.78K Hold
27
– – ﹤0.01% 944
2025
Q3 		$6.24K Hold
27
– – ﹤0.01% 991
2025
Q2 		$5.31K Hold
27
– – ﹤0.01% 1017
2025
Q1 		$4.54K Hold
27
– – ﹤0.01% 1014
2024
Q4 		$4.99K Hold
27
– – ﹤0.01% 994
2024
Q3 		$4.8K Hold
27
– – ﹤0.01% 986
2024
Q2 		$4.22K Hold
27
– – ﹤0.01% 997
2024
Q1 		$4.52K Hold
27
– – ﹤0.01% 964
2023
Q4 		$4.09K Hold
27
– – ﹤0.01% 988
2023
Q3 		$3.52K Hold
27
– – ﹤0.01% 1026
2023
Q2 		$4.05K Buy
+27
New +$3.87K ﹤0.01% 1009

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

Key Financial Inc's AMG Position: Q2 2026 in Review

Key Financial Inc held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 27 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Key Financial Inc first reported a position in AMG in Q2 2023 and has held it in 13 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Key Financial Inc held 27 shares of Affiliated Managers Group worth $9.14K as of Q2 2026.
  • Key Financial Inc left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #896 holding.
  • Key Financial Inc first reported a position in Affiliated Managers Group in Q2 2023 and has held it in 13 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.