Private Client Services’s Affiliated Managers Group AMG Stock Holding History

Private Client 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 Q3	$1.35M	Buy	3,693 +44	+1%	+$16K	0.36%	61
2026 Q2	$1.23M	Sell	3,649 -2,010	-36%	-$623K	0.32%	65
2026 Q1	$1.57M	Buy	5,659 +365	+7%	+$110K	0.47%	49
2025 Q4	$1.53M	Buy	+5,294	New	+$1.37M	0.48%	51

Other funds holding AMG

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Private Client Services's AMG Position: Q3 2026 in Review

Private Client Services increased its Affiliated Managers Group (AMG) stake by 1.2% in Q3 2026, buying an estimated $16K and bringing the position to 3,693 shares worth $1.35M. The position accounts for 0.36% of the portfolio, ranked #61.

Private Client Services first reported a position in AMG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q1 2026. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Private Client Services held 3,693 shares of Affiliated Managers Group worth $1.35M as of Q3 2026.
Private Client Services bought 44 Affiliated Managers Group shares in Q3 2026, an estimated $16K.
Affiliated Managers Group made up 0.36% of Private Client Services's portfolio in Q3 2026, its #61 holding.
Private Client Services first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 4 quarters since.
Private Client Services's Affiliated Managers Group position peaked at $1.57M in Q1 2026.
24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.