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 Q2	$225K	Buy	+666	New	+$207K	0.06%	362

Other funds holding AMG

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Net Worth Advisory Group's AMG Position: Q2 2026 in Review

Net Worth Advisory Group opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 666 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #362 among its holdings.

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

Net Worth Advisory Group held 666 shares of Affiliated Managers Group worth $225K as of Q2 2026.
Affiliated Managers Group was a new Net Worth Advisory Group position in Q2 2026.
Affiliated Managers Group made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #362 holding.
84 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.