MFG
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Merit Financial Group’s Affiliated Managers Group AMG Stock Holding History

Merit Financial 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
Q2 		$379K Buy
1,121
+67
+6% +$20.8K ﹤0.01% 1671
2026
Q1 		$292K Buy
1,054
+80
+8% +$24.1K ﹤0.01% 1670
2025
Q4 		$281K Buy
974
+101
+12% +$26.1K ﹤0.01% 1600
2025
Q3 		$208K Buy
+873
New +$192K ﹤0.01% 1657

Other funds holding AMG

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

Merit Financial Group's AMG Position: Q2 2026 in Review

Merit Financial Group increased its Affiliated Managers Group (AMG) stake by 6.4% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,121 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Merit Financial Group first reported a position in AMG in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Merit Financial Group held 1,121 shares of Affiliated Managers Group worth $379K as of Q2 2026.
  • Merit Financial Group bought 67 Affiliated Managers Group shares in Q2 2026, an estimated $20.8K.
  • Affiliated Managers Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1671 holding.
  • Merit Financial Group first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.