Mission Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Mission Wealth Management’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	–	Sell	-3,864	Closed	-$1.31M	–	790
2026 Q2	$1.31M	Buy	+3,864	New	+$1.2M	0.02%	400
2025 Q3	–	Sell	-3,443	Closed	-$677K	–	706
2025 Q2	$677K	Sell	3,443 -14	-0.4%	-$2.43K	0.01%	407
2025 Q1	$581K	Sell	3,457 -1	-0%	-$174	0.01%	417
2024 Q4	$639K	Sell	3,458 -349	-9%	-$65.1K	0.01%	373
2024 Q3	$677K	Buy	+3,807	New	+$647K	0.02%	367
2024 Q2	–	Sell	-11,093	Closed	-$1.86M	–	675
2024 Q1	$1.86M	Buy	+11,093	New	+$1.72M	0.05%	192

Other funds holding AMG

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return

Mission Wealth Management's AMG Position: Q3 2026 in Review

Mission Wealth Management sold out of Affiliated Managers Group (AMG) in Q3 2026, closing a stake of 3,864 shares — an estimated $1.31M sold.

Mission Wealth Management first reported a position in AMG in Q1 2024 and held it in 6 quarters. The position peaked at $1.86M in Q1 2024. 331 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Mission Wealth Management reported no remaining Affiliated Managers Group position as of Q3 2026 after selling out during the quarter.
Mission Wealth Management sold 3,864 Affiliated Managers Group shares in Q3 2026, an estimated $1.31M.
Mission Wealth Management first reported a position in Affiliated Managers Group in Q1 2024 and held it in 6 quarters.
Mission Wealth Management's Affiliated Managers Group position peaked at $1.86M in Q1 2024.
331 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.