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 Q2	$13.2K	Hold	39	–	–	﹤0.01%	1963
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's AMG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 39 shares worth $13.2K. 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 7 quarters since. The position peaked at $231K in Q4 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Pinnacle Wealth Planning Services held 39 shares of Affiliated Managers Group worth $13.2K as of Q2 2026.
Pinnacle Wealth Planning Services left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1963 holding.
Pinnacle Wealth Planning Services first reported a position in Affiliated Managers Group in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Affiliated Managers Group position peaked at $231K in Q4 2024.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.