Mercer Global Advisors
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mercer Global Advisors's AMG Position: Q1 2026 in Review

Mercer Global Advisors increased its Affiliated Managers Group (AMG) stake by 22% in Q1 2026, buying an estimated $189K and bringing the position to 3,420 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Mercer Global Advisors first reported a position in AMG in Q2 2022 and has held it in 12 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Mercer Global Advisors held 3,420 shares of Affiliated Managers Group worth $946K as of Q1 2026.
  • Mercer Global Advisors bought 628 Affiliated Managers Group shares in Q1 2026, an estimated $189K.
  • Affiliated Managers Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1588 holding.
  • Mercer Global Advisors first reported a position in Affiliated Managers Group in Q2 2022 and has held it in 12 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.