Mount Yale Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

Mount Yale Investment Advisors’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 Q1	$221K	Buy	+799	New	+$241K	0.01%	1016

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's AMG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 799 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #1016 among its holdings.

544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

Mount Yale Investment Advisors held 799 shares of Affiliated Managers Group worth $221K as of Q1 2026.
Affiliated Managers Group was a new Mount Yale Investment Advisors position in Q1 2026.
Affiliated Managers Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1016 holding.
544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.