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Legacy Wealth Asset Management’s Affiliated Managers Group AMG Stock Holding History

Legacy Wealth Asset 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
Q3 		$733K Sell
2,006
-35
-2% -$12.7K 0.16% 182
2026
Q2 		$691K Sell
2,041
-545
-21% -$169K 0.15% 207
2026
Q1 		$716K Sell
2,586
-3
-0.1% -$904 0.17% 195
2025
Q4 		$746K Sell
2,589
-378
-13% -$97.7K 0.18% 171
2025
Q3 		$707K Sell
2,967
-897
-23% -$198K 0.17% 190
2025
Q2 		$760K Sell
3,864
-47
-1% -$8.15K 0.19% 145
2025
Q1 		$657K Sell
3,911
-71
-2% -$12.4K 0.18% 179
2024
Q4 		$736K Sell
3,982
-78
-2% -$14.6K 0.2% 146
2024
Q3 		$722K Buy
4,060
+8
+0.2% +$1.36K 0.19% 159
2024
Q2 		$633K Buy
4,052
+270
+7% +$43K 0.18% 178
2024
Q1 		$633K Buy
3,782
+56
+2% +$8.71K 0.18% 176
2023
Q4 		$564K Buy
3,726
+55
+1% +$7.39K 0.19% 194
2023
Q3 		$478K Buy
3,671
+80
+2% +$11.2K 0.18% 208
2023
Q2 		$538K Buy
3,591
+248
+7% +$35.5K 0.19% 190
2023
Q1 		$476K Sell
3,343
-61
-2% -$9.64K 0.17% 200
2022
Q4 		$539K Buy
3,404
+79
+2% +$11.2K 0.21% 166
2022
Q3 		$372K Buy
3,325
+432
+15% +$54.2K 0.16% 226
2022
Q2 		$337K Buy
+2,893
New +$372K 0.14% 217

Other funds holding AMG

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Legacy Wealth Asset Management's AMG Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Affiliated Managers Group (AMG) stake by 1.7% in Q3 2026, selling an estimated $12.7K and leaving 2,006 shares worth $733K. The position accounts for 0.16% of the portfolio, ranked #182.

Legacy Wealth Asset Management first reported a position in AMG in Q2 2022 and has held it in 18 quarters since. The position peaked at $760K in Q2 2025. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Legacy Wealth Asset Management held 2,006 shares of Affiliated Managers Group worth $733K as of Q3 2026.
  • Legacy Wealth Asset Management sold 35 Affiliated Managers Group shares in Q3 2026, an estimated $12.7K.
  • Affiliated Managers Group made up 0.16% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #182 holding.
  • Legacy Wealth Asset Management first reported a position in Affiliated Managers Group in Q2 2022 and has held it in 18 quarters since.
  • Legacy Wealth Asset Management's Affiliated Managers Group position peaked at $760K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.