SAG
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SageView Advisory Group’s Affiliated Managers Group AMG Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-104
Closed -$30K – 651
2025
Q4 		$30K Buy
+104
New +$26.9K ﹤0.01% 1285

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

SageView Advisory Group's AMG Position: Q1 2026 in Review

SageView Advisory Group sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 104 shares — an estimated $30K sold.

SageView Advisory Group first reported a position in AMG in Q4 2025 and held it in 1 quarter. The position peaked at $30K in Q4 2025. 548 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • SageView Advisory Group reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 104 Affiliated Managers Group shares in Q1 2026, an estimated $30K.
  • SageView Advisory Group first reported a position in Affiliated Managers Group in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Affiliated Managers Group position peaked at $30K in Q4 2025.
  • 548 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.