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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AWA

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

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

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. 105 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.
105 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.