PWMG
AMG icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Private Wealth Management Group held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 17 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Private Wealth Management Group first reported a position in AMG in Q4 2023 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Private Wealth Management Group held 17 shares of Affiliated Managers Group worth $5.75K as of Q2 2026.
  • Private Wealth Management Group left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #795 holding.
  • Private Wealth Management Group first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 11 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.