PWM
AMG icon

Parkworth Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Parkworth 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
2025
Q2 		$197 Hold
1
– – ﹤0.01% 951
2025
Q1 		$168 Hold
1
– – ﹤0.01% 773
2024
Q4 		$185 Buy
+1
New +$187 ﹤0.01% 785

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Parkworth Wealth Management's AMG Position: Q2 2025 in Review

Parkworth Wealth Management held its Affiliated Managers Group (AMG) position steady in Q2 2025 at 1 share worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Parkworth Wealth Management first reported a position in AMG in Q4 2024 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Affiliated Managers Group worth $197 as of Q2 2025.
  • Parkworth Wealth Management left its Affiliated Managers Group share count unchanged in Q2 2025.
  • Affiliated Managers Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #951 holding.
  • Parkworth Wealth Management first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.