Pinnacle Wealth Planning Services’s Affiliated Managers Group AMG Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$10.8K	Buy	39 +2	+5%	+$603	﹤0.01%	1963
2025 Q4	$10.7K	Buy	+37	New	+$9.56K	﹤0.01%	1986
2025 Q2	–	Sell	-1,260	Closed	-$212K	–	454
2025 Q1	$212K	Buy	1,260 +10	+0.8%	+$1.74K	0.03%	348
2024 Q4	$231K	Buy	1,250 +10	+0.8%	+$1.87K	0.03%	323
2024 Q3	$220K	Buy	+1,240	New	+$211K	0.03%	427
2021 Q1	–	Sell	-13	Closed	-$1K	–	414
2020 Q4	$1K	Buy	+13	New	+$1.12K	﹤0.01%	2044

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's AMG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Affiliated Managers Group (AMG) stake by 5.4% in Q1 2026, buying an estimated $603 and bringing the position to 39 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Pinnacle Wealth Planning Services first reported a position in AMG in Q4 2020 and has held it in 6 quarters since. The position peaked at $231K in Q4 2024. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

Pinnacle Wealth Planning Services held 39 shares of Affiliated Managers Group worth $10.8K as of Q1 2026.
Pinnacle Wealth Planning Services bought 2 Affiliated Managers Group shares in Q1 2026, an estimated $603.
Affiliated Managers Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1963 holding.
Pinnacle Wealth Planning Services first reported a position in Affiliated Managers Group in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Affiliated Managers Group position peaked at $231K in Q4 2024.
543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.