Meriwether Wealth & Planning’s Affiliated Managers Group AMG Stock Holding History

Meriwether Wealth & Planning’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	$7.68K	Buy	+21	New	+$7.61K	﹤0.01%	458

Other funds holding AMG

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Meriwether Wealth & Planning's AMG Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Affiliated Managers Group (AMG) in Q3 2026: 21 shares worth $7.68K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings.

140 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Meriwether Wealth & Planning held 21 shares of Affiliated Managers Group worth $7.68K as of Q3 2026.
Affiliated Managers Group was a new Meriwether Wealth & Planning position in Q3 2026.
Affiliated Managers Group made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #458 holding.
140 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.