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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mission Wealth Management's AMG Position: Q3 2025 in Review

Mission Wealth Management sold out of Affiliated Managers Group (AMG) in Q3 2025, closing a stake of 3,443 shares — an estimated $677K sold.

Mission Wealth Management first reported a position in AMG in Q1 2024 and held it in 5 quarters. The position peaked at $1.86M in Q1 2024. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • Mission Wealth Management reported no remaining Affiliated Managers Group position as of Q3 2025 after selling out during the quarter.
  • Mission Wealth Management sold 3,443 Affiliated Managers Group shares in Q3 2025, an estimated $677K.
  • Mission Wealth Management first reported a position in Affiliated Managers Group in Q1 2024 and held it in 5 quarters.
  • Mission Wealth Management's Affiliated Managers Group position peaked at $1.86M in Q1 2024.
  • 450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.