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Sequoia Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Sequoia Financial 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
2026
Q2 		$1.47M Sell
4,337
-201
-4% -$62.3K 0.01% 774
2026
Q1 		$1.26M Buy
4,538
+517
+13% +$156K 0.01% 791
2025
Q4 		$1.16M Buy
4,021
+1,562
+64% +$404K 0.01% 814
2025
Q3 		$586K Buy
2,459
+820
+50% +$181K ﹤0.01% 1055
2025
Q2 		$323K Buy
+1,639
New +$284K ﹤0.01% 1235
2024
Q1 		– Sell
-3,895
Closed -$590K – 1168
2023
Q4 		$590K Buy
+3,895
New +$523K 0.01% 687

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

Sequoia Financial Advisors's AMG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Affiliated Managers Group (AMG) stake by 4.4% in Q2 2026, selling an estimated $62.3K and leaving 4,337 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #774.

Sequoia Financial Advisors first reported a position in AMG in Q4 2023 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Sequoia Financial Advisors held 4,337 shares of Affiliated Managers Group worth $1.47M as of Q2 2026.
  • Sequoia Financial Advisors sold 201 Affiliated Managers Group shares in Q2 2026, an estimated $62.3K.
  • Affiliated Managers Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #774 holding.
  • Sequoia Financial Advisors first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 6 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.