Net Worth Advisory Group
AMG icon

Net Worth Advisory Group’s Affiliated Managers Group AMG Stock Holding History

Net Worth Advisory Group’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 		$249K Buy
669
+3
+0.5% +$1.09K 0.06% 349
2026
Q2 		$225K Buy
+666
New +$207K 0.06% 362

Other funds holding AMG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Net Worth Advisory Group's AMG Position: Q3 2026 in Review

Net Worth Advisory Group increased its Affiliated Managers Group (AMG) stake by 0.45% in Q3 2026, buying an estimated $1.09K and bringing the position to 669 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #349.

Net Worth Advisory Group first reported a position in AMG in Q2 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Net Worth Advisory Group held 669 shares of Affiliated Managers Group worth $249K as of Q3 2026.
  • Net Worth Advisory Group bought 3 Affiliated Managers Group shares in Q3 2026, an estimated $1.09K.
  • Affiliated Managers Group made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #349 holding.
  • Net Worth Advisory Group first reported a position in Affiliated Managers Group in Q2 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.