RFP
AMG icon

Root Financial Partners’s Affiliated Managers Group AMG Stock Holding History

Root Financial Partners’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 		– Sell
-184
Closed -$50.9K – 534
2026
Q1 		$50.9K Buy
184
+17
+10% +$5.12K ﹤0.01% 869
2025
Q4 		$48.1K Buy
167
+27
+19% +$6.98K ﹤0.01% 732
2025
Q3 		$33.4K Buy
+140
New +$30.9K ﹤0.01% 838

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

Root Financial Partners's AMG Position: Q2 2026 in Review

Root Financial Partners sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 184 shares — an estimated $50.9K sold.

Root Financial Partners first reported a position in AMG in Q3 2025 and held it in 3 quarters. The position peaked at $50.9K in Q1 2026. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Root Financial Partners reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 184 Affiliated Managers Group shares in Q2 2026, an estimated $50.9K.
  • Root Financial Partners first reported a position in Affiliated Managers Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Affiliated Managers Group position peaked at $50.9K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.