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Stephens Consulting’s Affiliated Managers Group AMG Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-1
Closed -$197 – 430
2025
Q2 		$197 Buy
+1
New +$173 ﹤0.01% 1037

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stephens Consulting's AMG Position: Q3 2025 in Review

Stephens Consulting sold out of Affiliated Managers Group (AMG) in Q3 2025, closing a stake of 1 share — an estimated $197 sold.

Stephens Consulting first reported a position in AMG in Q2 2025 and held it in 1 quarter. The position peaked at $197 in Q2 2025. 451 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • Stephens Consulting reported no remaining Affiliated Managers Group position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 1 Affiliated Managers Group share in Q3 2025, an estimated $197.
  • Stephens Consulting first reported a position in Affiliated Managers Group in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Affiliated Managers Group position peaked at $197 in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.