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Mirabella Financial Services’s Affiliated Managers Group AMG Stock Holding History

Mirabella Financial Services’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 		$249K Sell
737
-155
-17% -$48.1K 0.02% 534
2026
Q1 		$247K Buy
+892
New +$269K 0.02% 639

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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

Mirabella Financial Services's AMG Position: Q2 2026 in Review

Mirabella Financial Services reduced its Affiliated Managers Group (AMG) stake by 17% in Q2 2026, selling an estimated $48.1K and leaving 737 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #534.

Mirabella Financial Services first reported a position in AMG in Q1 2026 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Mirabella Financial Services held 737 shares of Affiliated Managers Group worth $249K as of Q2 2026.
  • Mirabella Financial Services sold 155 Affiliated Managers Group shares in Q2 2026, an estimated $48.1K.
  • Affiliated Managers Group made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #534 holding.
  • Mirabella Financial Services first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.