Root Financial Partners
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
Q3 		$75K Buy
+205
New +$74.3K ﹤0.01% 890
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 $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's AMG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Affiliated Managers Group (AMG) in Q3 2026: 205 shares worth $75K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AMG as recently as Q1 2026.

Root Financial Partners first reported a position in AMG in Q3 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Root Financial Partners held 205 shares of Affiliated Managers Group worth $75K as of Q3 2026.
  • Affiliated Managers Group was a new Root Financial Partners position in Q3 2026.
  • Affiliated Managers Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #890 holding.
  • Root Financial Partners first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.