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

Raffa Wealth Management’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	$1.35K	Buy	+4	New	+$1.24K	﹤0.01%	931
2024 Q4	–	Sell	-6	Closed	-$1.07K	–	1116
2024 Q3	$1.07K	Hold	6	–	–	﹤0.01%	827
2024 Q2	$937	Hold	6	–	–	﹤0.01%	920
2024 Q1	$1K	Hold	6	–	–	﹤0.01%	895
2023 Q4	$909	Hold	6	–	–	﹤0.01%	847
2023 Q3	$782	Hold	6	–	–	﹤0.01%	850
2023 Q2	$899	Hold	6	–	–	﹤0.01%	828
2023 Q1	$855	Hold	6	–	–	﹤0.01%	836
2022 Q4	$951	Hold	6	–	–	﹤0.01%	791
2022 Q3	$671	Hold	6	–	–	﹤0.01%	934
2022 Q2	$700	Hold	6	–	–	﹤0.01%	933
2022 Q1	$846	Hold	6	–	–	﹤0.01%	925
2021 Q4	$987	Hold	6	–	–	﹤0.01%	878
2021 Q3	$907	Hold	6	–	–	﹤0.01%	858
2021 Q2	$925	Hold	6	–	–	﹤0.01%	859
2021 Q1	$894	Hold	6	–	–	﹤0.01%	869
2020 Q4	$610	Hold	6	–	–	﹤0.01%	836
2020 Q3	$410	Hold	6	–	–	﹤0.01%	838
2020 Q2	$447	Hold	6	–	–	﹤0.01%	838
2020 Q1	$355	Hold	6	–	–	﹤0.01%	796
2019 Q4	$508	Hold	6	–	–	﹤0.01%	720
2019 Q3	$500	Buy	+6	New	+$501	﹤0.01%	724
2019 Q2	–	Sell	-6	Closed	-$643	–	771
2019 Q1	$643	Hold	6	–	–	﹤0.01%	692
2018 Q4	$585	Hold	6	–	–	﹤0.01%	705
2018 Q3	$820	Hold	6	–	–	﹤0.01%	699
2018 Q2	$892	Hold	6	–	–	﹤0.01%	654
2018 Q1	$1.14K	Buy	+6	New	+$1.17K	﹤0.01%	490
2017 Q1	–	Sell	-6	Closed	-$872	–	400
2016 Q4	$872	Hold	6	–	–	﹤0.01%	477
2016 Q3	$868	Hold	6	–	–	﹤0.01%	467
2016 Q2	$845	Buy	+6	New	+$982	﹤0.01%	454

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's AMG Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 4 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Raffa Wealth Management previously reported a position in AMG as recently as Q3 2024.

Raffa Wealth Management first reported a position in AMG in Q2 2016 and has held it in 30 quarters since. 527 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Raffa Wealth Management held 4 shares of Affiliated Managers Group worth $1.35K as of Q2 2026.
Affiliated Managers Group was a new Raffa Wealth Management position in Q2 2026.
Affiliated Managers Group made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #931 holding.
Raffa Wealth Management first reported a position in Affiliated Managers Group in Q2 2016 and has held it in 30 quarters since.
527 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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