Physician Wealth Advisors
AMG icon

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
Q3 		$4.75K Hold
13
– – ﹤0.01% 1162
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Physician Wealth Advisors's AMG Position: Q3 2026 in Review

Physician Wealth Advisors held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 13 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Physician Wealth Advisors first reported a position in AMG in Q2 2025 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Physician Wealth Advisors held 13 shares of Affiliated Managers Group worth $4.75K as of Q3 2026.
  • Physician Wealth Advisors left its Affiliated Managers Group share count unchanged in Q3 2026.
  • Affiliated Managers Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1162 holding.
  • Physician Wealth Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 6 quarters since.
  • 292 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.