Mather Group’s Affiliated Managers Group AMG Stock Holding History

Mather 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 Q3	$26.9K	Buy	74 +57	+335%	+$20.7K	﹤0.01%	1352
2026 Q2	$5.75K	Hold	17	–	–	﹤0.01%	1597
2026 Q1	$4.7K	Buy	+17	New	+$5.12K	﹤0.01%	1585
2025 Q4	–	Sell	-17	Closed	-$4.05K	–	684
2025 Q3	$4.05K	Buy	+17	New	+$3.75K	﹤0.01%	1434
2025 Q2	–	Sell	-17	Closed	-$2.86K	–	654
2025 Q1	$2.86K	Hold	17	–	–	﹤0.01%	1513
2024 Q4	$3.14K	Sell	17 -4	-19%	-$746	﹤0.01%	1460
2024 Q3	$3.66K	Buy	21 +1	+5%	+$170	﹤0.01%	1358
2024 Q2	$3.35K	Hold	20	–	–	﹤0.01%	1737
2024 Q1	$3.03K	Buy	+20	New	+$3.11K	﹤0.01%	1457

Other funds holding AMG

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Mather Group's AMG Position: Q3 2026 in Review

Mather Group increased its Affiliated Managers Group (AMG) stake by 335% in Q3 2026, buying an estimated $20.7K and bringing the position to 74 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Mather Group first reported a position in AMG in Q1 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Mather Group held 74 shares of Affiliated Managers Group worth $26.9K as of Q3 2026.
Mather Group bought 57 Affiliated Managers Group shares in Q3 2026, an estimated $20.7K.
Affiliated Managers Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1352 holding.
Mather Group first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 9 quarters since.
95 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.