Raymond James Financial
AMG icon

Raymond James Financial’s Affiliated Managers Group AMG Stock Holding History

Raymond James Financial’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 		$81M Buy
239,235
+7,774
+3% +$2.41M 0.02% 668
2026
Q1 		$63.6M Sell
231,461
-5,436
-2% -$1.64M 0.02% 730
2025
Q4 		$68.4M Buy
236,897
+44,011
+23% +$11.4M 0.02% 663
2025
Q3 		$46M Buy
192,886
+75,139
+64% +$16.6M 0.01% 849
2025
Q2 		$23.2M Sell
117,747
-7,301
-6% -$1.27M 0.01% 1254
2025
Q1 		$21M Sell
125,048
-30,791
-20% -$5.37M 0.01% 1267
2024
Q4 		$28.8M Buy
+155,839
New +$29.1M 0.01% 1064

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

Raymond James Financial's AMG Position: Q2 2026 in Review

Raymond James Financial increased its Affiliated Managers Group (AMG) stake by 3.4% in Q2 2026, buying an estimated $2.41M and bringing the position to 239,235 shares worth $81M. The position accounts for 0.02% of the portfolio, ranked #668.

Raymond James Financial first reported a position in AMG in Q4 2024 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Raymond James Financial held 239,235 shares of Affiliated Managers Group worth $81M as of Q2 2026.
  • Raymond James Financial bought 7,774 Affiliated Managers Group shares in Q2 2026, an estimated $2.41M.
  • Affiliated Managers Group made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #668 holding.
  • Raymond James Financial first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 7 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.