PWA
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Physician Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Physician Wealth Advisors’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 		$4.4K Buy
13
+2
+18% +$620 ﹤0.01% 1154
2026
Q1 		$3.04K Hold
11
– – ﹤0.01% 1175
2025
Q4 		$3.17K Buy
11
+8
+267% +$2.07K ﹤0.01% 1118
2025
Q3 		$716 Hold
3
– – ﹤0.01% 1724
2025
Q2 		$591 Buy
+3
New +$520 ﹤0.01% 1670

Other funds holding AMG

AT
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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Physician Wealth Advisors's AMG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Affiliated Managers Group (AMG) stake by 18% in Q2 2026, buying an estimated $620 and bringing the position to 13 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Physician Wealth Advisors first reported a position in AMG in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Physician Wealth Advisors held 13 shares of Affiliated Managers Group worth $4.4K as of Q2 2026.
  • Physician Wealth Advisors bought 2 Affiliated Managers Group shares in Q2 2026, an estimated $620.
  • Affiliated Managers Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1154 holding.
  • Physician Wealth Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.