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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mission Wealth Management's AMG Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 3,864 shares worth $1.31M. The stake represents 0.02% of the portfolio and ranks #400 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in AMG as recently as Q2 2025.

Mission Wealth Management first reported a position in AMG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q1 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Mission Wealth Management held 3,864 shares of Affiliated Managers Group worth $1.31M as of Q2 2026.
Affiliated Managers Group was a new Mission Wealth Management position in Q2 2026.
Affiliated Managers Group made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #400 holding.
Mission Wealth Management first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 6 quarters since.
Mission Wealth Management's Affiliated Managers Group position peaked at $1.86M in Q1 2024.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.