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

Private 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 Q3	$6.22K	Hold	17	–	–	﹤0.01%	808
2026 Q2	$5.75K	Hold	17	–	–	﹤0.01%	795
2026 Q1	$4.7K	Hold	17	–	–	﹤0.01%	793
2025 Q4	$4.9K	Hold	17	–	–	﹤0.01%	781
2025 Q3	$4.05K	Hold	17	–	–	﹤0.01%	875
2025 Q2	$3.35K	Hold	17	–	–	﹤0.01%	919
2025 Q1	$2.86K	Hold	17	–	–	﹤0.01%	934
2024 Q4	$3.14K	Hold	17	–	–	﹤0.01%	927
2024 Q3	$3.02K	Hold	17	–	–	﹤0.01%	917
2024 Q2	$2.66K	Buy	17 +5	+42%	+$796	﹤0.01%	952
2024 Q1	$2.01K	Hold	12	–	–	﹤0.01%	965
2023 Q4	$1.82K	Buy	+12	New	+$1.61K	﹤0.01%	1020

Other funds holding AMG

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

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

Private Wealth Management Group's AMG Position: Q3 2026 in Review

Private Wealth Management Group held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 17 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Private Wealth Management Group first reported a position in AMG in Q4 2023 and has held it in 12 quarters since. 106 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Private Wealth Management Group held 17 shares of Affiliated Managers Group worth $6.22K as of Q3 2026.
Private Wealth Management Group left its Affiliated Managers Group share count unchanged in Q3 2026.
Affiliated Managers Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #808 holding.
Private Wealth Management Group first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 12 quarters since.
106 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.