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

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

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. 566 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.
  • 566 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.