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Rise Advisors’s Affiliated Managers Group AMG Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-75
Closed -$17.9K – 167
2025
Q3 		$17.9K Hold
75
– – 0.01% 649
2025
Q2 		$14.8K Hold
75
– – 0.01% 735
2025
Q1 		$12.6K Sell
75
-18
-19% -$3.14K 0.01% 818
2024
Q4 		$17.2K Hold
93
– – 0.01% 750
2024
Q3 		$16.5K Hold
93
– – 0.01% 814
2024
Q2 		$14.5K Hold
93
– – 0.01% 845
2024
Q1 		$15.6K Buy
+93
New +$14.5K 0.01% 837

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Rise Advisors's AMG Position: Q4 2025 in Review

Rise Advisors sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 75 shares — an estimated $17.9K sold.

Rise Advisors first reported a position in AMG in Q1 2024 and held it in 7 quarters. The position peaked at $17.9K in Q3 2025. 511 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Rise Advisors reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 75 Affiliated Managers Group shares in Q4 2025, an estimated $17.9K.
  • Rise Advisors first reported a position in Affiliated Managers Group in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Affiliated Managers Group position peaked at $17.9K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.