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Narus Financial Partners’s Affiliated Managers Group AMG Stock Holding History

Narus Financial Partners’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 		$210K Buy
+620
New +$192K 0.05% 172

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Boston Partners
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AI
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State Street
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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

Narus Financial Partners's AMG Position: Q2 2026 in Review

Narus Financial Partners opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 620 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings.

561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Narus Financial Partners held 620 shares of Affiliated Managers Group worth $210K as of Q2 2026.
  • Affiliated Managers Group was a new Narus Financial Partners position in Q2 2026.
  • Affiliated Managers Group made up 0.05% of Narus Financial Partners's portfolio in Q2 2026, its #172 holding.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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