Prestige Wealth Management Group’s Affiliated Managers Group AMG Stock Holding History

Prestige Wealth Management Group’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	$1.02K	Hold	3	–	–	﹤0.01%	904
2026 Q1	$831	Hold	3	–	–	﹤0.01%	896
2025 Q4	$865	Hold	3	–	–	﹤0.01%	892
2025 Q3	$716	Hold	3	–	–	﹤0.01%	897
2025 Q2	$591	Hold	3	–	–	﹤0.01%	918
2025 Q1	$505	Hold	3	–	–	﹤0.01%	932
2024 Q4	$555	Hold	3	–	–	﹤0.01%	955
2024 Q3	$534	Hold	3	–	–	﹤0.01%	958
2024 Q2	$469	Hold	3	–	–	﹤0.01%	933
2024 Q1	$503	Hold	3	–	–	﹤0.01%	955
2023 Q4	$455	Hold	3	–	–	﹤0.01%	962
2023 Q3	$392	Hold	3	–	–	﹤0.01%	990
2023 Q2	$450	Hold	3	–	–	﹤0.01%	999
2023 Q1	$428	Hold	3	–	–	﹤0.01%	1004
2022 Q4	$475	Hold	3	–	–	﹤0.01%	1071
2022 Q3	$0	Hold	3	–	–	﹤0.01%	964
2022 Q2	$0	Hold	3	–	–	﹤0.01%	970
2022 Q1	$0	Hold	3	–	–	﹤0.01%	971
2021 Q4	$0	Hold	3	–	–	﹤0.01%	992
2021 Q3	$0	Hold	3	–	–	﹤0.01%	976
2021 Q2	$0	Hold	3	–	–	﹤0.01%	963
2021 Q1	$0	Hold	3	–	–	﹤0.01%	947
2020 Q4	$0	Buy	+3	New	+$259	﹤0.01%	931
2019 Q1	–	Sell	-5	Closed	–	–	517
2018 Q4	$0	Buy	+5	New	+$565	﹤0.01%	1235

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

Prestige Wealth Management Group's AMG Position: Q2 2026 in Review

Prestige Wealth Management Group held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 3 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Prestige Wealth Management Group first reported a position in AMG in Q4 2018 and has held it in 24 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Prestige Wealth Management Group held 3 shares of Affiliated Managers Group worth $1.02K as of Q2 2026.
Prestige Wealth Management Group left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #904 holding.
Prestige Wealth Management Group first reported a position in Affiliated Managers Group in Q4 2018 and has held it in 24 quarters since.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.