Level Four Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Level Four Advisory Services’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	$232K	Buy	+687	New	+$213K	0.01%	843

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Level Four Advisory Services's AMG Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 687 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings.

561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Level Four Advisory Services held 687 shares of Affiliated Managers Group worth $232K as of Q2 2026.
Affiliated Managers Group was a new Level Four Advisory Services position in Q2 2026.
Affiliated Managers Group made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #843 holding.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.