Pathstone Holdings
AMG icon

Pathstone Holdings’s Affiliated Managers Group AMG Stock Holding History

Pathstone Holdings’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 		$5.36M Buy
15,825
+99
+0.6% +$30.7K 0.02% 615
2026
Q1 		$4.35M Buy
15,726
+63
+0.4% +$19K 0.02% 627
2025
Q4 		$4.52M Buy
15,663
+16
+0.1% +$4.13K 0.02% 606
2025
Q3 		$3.73M Buy
15,647
+7
+0% +$1.54K 0.01% 681
2025
Q2 		$3.08M Buy
15,640
+467
+3% +$81K 0.01% 756
2025
Q1 		$2.55M Buy
15,173
+755
+5% +$132K 0.01% 845
2024
Q4 		$2.67M Sell
14,418
-326
-2% -$60.8K 0.01% 827
2024
Q3 		$2.62M Buy
14,744
+15
+0.1% +$2.55K 0.01% 840
2024
Q2 		$2.3M Buy
14,729
+149
+1% +$23.7K 0.01% 861
2024
Q1 		$2.44M Buy
14,580
+2,677
+22% +$416K 0.01% 822
2023
Q4 		$1.8M Buy
+11,903
New +$1.6M 0.01% 786

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Pathstone Holdings's AMG Position: Q2 2026 in Review

Pathstone Holdings increased its Affiliated Managers Group (AMG) stake by 0.63% in Q2 2026, buying an estimated $30.7K and bringing the position to 15,825 shares worth $5.36M. The position accounts for 0.02% of the portfolio, ranked #615.

Pathstone Holdings first reported a position in AMG in Q4 2023 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Pathstone Holdings held 15,825 shares of Affiliated Managers Group worth $5.36M as of Q2 2026.
  • Pathstone Holdings bought 99 Affiliated Managers Group shares in Q2 2026, an estimated $30.7K.
  • Affiliated Managers Group made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #615 holding.
  • Pathstone Holdings first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 11 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.