Mercer Global Advisors
AMG icon

Mercer Global Advisors’s Affiliated Managers Group AMG Stock Holding History

Mercer Global Advisors’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 		$1.83M Buy
5,414
+1,994
+58% +$618K ﹤0.01% 1388
2026
Q1 		$946K Buy
3,420
+628
+22% +$189K ﹤0.01% 1588
2025
Q4 		$805K Buy
2,792
+123
+5% +$31.8K ﹤0.01% 1575
2025
Q3 		$636K Buy
2,669
+361
+16% +$79.6K ﹤0.01% 1611
2025
Q2 		$454K Sell
2,308
-119
-5% -$20.6K ﹤0.01% 1612
2025
Q1 		$408K Sell
2,427
-1,247
-34% -$217K ﹤0.01% 1586
2024
Q4 		$679K Buy
+3,674
New +$686K ﹤0.01% 1282
2024
Q1 		– Sell
-4,421
Closed -$669K – 1974
2023
Q4 		$669K Buy
4,421
+452
+11% +$60.7K ﹤0.01% 1161
2023
Q3 		$517K Buy
3,969
+1,104
+39% +$154K ﹤0.01% 1234
2023
Q2 		$429K Sell
2,865
-1,715
-37% -$245K ﹤0.01% 1307
2023
Q1 		$652K Buy
4,580
+41
+0.9% +$6.48K ﹤0.01% 1073
2022
Q4 		$719K Buy
+4,539
New +$642K ﹤0.01% 1048
2022
Q3 		– Sell
-2,593
Closed -$302K – 1818
2022
Q2 		$302K Buy
+2,593
New +$334K ﹤0.01% 1417

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

Mercer Global Advisors's AMG Position: Q2 2026 in Review

Mercer Global Advisors increased its Affiliated Managers Group (AMG) stake by 58% in Q2 2026, buying an estimated $618K and bringing the position to 5,414 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Mercer Global Advisors first reported a position in AMG in Q2 2022 and has held it in 13 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Mercer Global Advisors held 5,414 shares of Affiliated Managers Group worth $1.83M as of Q2 2026.
  • Mercer Global Advisors bought 1,994 Affiliated Managers Group shares in Q2 2026, an estimated $618K.
  • Affiliated Managers Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1388 holding.
  • Mercer Global Advisors first reported a position in Affiliated Managers Group in Q2 2022 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 Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.