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Larson Financial Group’s Affiliated Managers Group AMG Stock Holding History

Larson Financial Group’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 		$25K Buy
74
+50
+208% +$15.5K ﹤0.01% 1882
2026
Q1 		$6.64K Buy
24
+22
+1,100% +$6.63K ﹤0.01% 2466
2025
Q4 		$577 Buy
+2
New +$517 ﹤0.01% 3094
2025
Q1 		– Sell
-7
Closed -$1.29K – 3069
2024
Q4 		$1.29K Buy
+7
New +$1.31K ﹤0.01% 1968
2023
Q1 		– Sell
-20
Closed -$3.17K – 1549
2022
Q4 		$3.17K Buy
+20
New +$2.83K ﹤0.01% 1120
2019
Q4 		– Sell
-131
Closed -$11K – 574
2019
Q3 		$11K Hold
131
– – 0.01% 288
2019
Q2 		$12K Buy
131
+1
+0.8% +$98 0.01% 231
2019
Q1 		$14K Hold
130
– – 0.01% 203
2018
Q4 		$13K Buy
+130
New +$14.7K 0.01% 197

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

Larson Financial Group's AMG Position: Q2 2026 in Review

Larson Financial Group increased its Affiliated Managers Group (AMG) stake by 208% in Q2 2026, buying an estimated $15.5K and bringing the position to 74 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Larson Financial Group first reported a position in AMG in Q4 2018 and has held it in 9 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Larson Financial Group held 74 shares of Affiliated Managers Group worth $25K as of Q2 2026.
  • Larson Financial Group bought 50 Affiliated Managers Group shares in Q2 2026, an estimated $15.5K.
  • Affiliated Managers Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1882 holding.
  • Larson Financial Group first reported a position in Affiliated Managers Group in Q4 2018 and has held it in 9 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.