Steward Partners Investment Advisory’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $809K | Buy |
2,391
+2,000
| +512% | +$620K | ﹤0.01% | 1426 |
|
|
2026
Q1 | $108K | Buy |
391
+172
| +79% | +$51.8K | ﹤0.01% | 2331 |
|
|
2025
Q4 | $63.2K | Sell |
219
-112
| -34% | -$28.9K | ﹤0.01% | 2549 |
|
|
2025
Q3 | $79K | Buy |
331
+156
| +89% | +$34.4K | ﹤0.01% | 2369 |
|
|
2025
Q2 | $34.4K | Buy |
175
+1
| +0.6% | +$173 | ﹤0.01% | 2663 |
|
|
2025
Q1 | $29.2K | Sell |
174
-229
| -57% | -$39.9K | ﹤0.01% | 2646 |
|
|
2024
Q4 | $74.5K | Sell |
403
-28
| -6% | -$5.22K | ﹤0.01% | 2128 |
|
|
2024
Q3 | $76.6K | Buy |
431
+257
| +148% | +$43.7K | ﹤0.01% | 2021 |
|
|
2024
Q2 | $27.2K | Sell |
174
-386
| -69% | -$61.5K | ﹤0.01% | 2390 |
|
|
2024
Q1 | $93.8K | Buy |
560
+386
| +222% | +$60K | ﹤0.01% | 1804 |
|
|
2023
Q4 | $26.3K | Buy |
174
+73
| +72% | +$9.81K | ﹤0.01% | 2268 |
|
|
2023
Q3 | $13.2K | Hold |
101
| – | – | ﹤0.01% | 2480 |
|
|
2023
Q2 | $15.1K | Hold |
101
| – | – | ﹤0.01% | 2420 |
|
|
2023
Q1 | $14.4K | Hold |
101
| – | – | ﹤0.01% | 2392 |
|
|
2022
Q4 | $16K | Hold |
101
| – | – | ﹤0.01% | 2349 |
|
|
2022
Q3 | $11K | Hold |
101
| – | – | ﹤0.01% | 2473 |
|
|
2022
Q2 | $12K | Hold |
101
| – | – | ﹤0.01% | 2435 |
|
|
2022
Q1 | $14K | Hold |
101
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q4 | $17K | Hold |
101
| – | – | ﹤0.01% | 2380 |
|
|
2021
Q3 | $15K | Hold |
101
| – | – | ﹤0.01% | 2439 |
|
|
2021
Q2 | $16K | Hold |
101
| – | – | ﹤0.01% | 5385 |
|
|
2021
Q1 | $15.1K | Hold |
101
| – | – | ﹤0.01% | 2594 |
|
|
2020
Q4 | $10K | Hold |
101
| – | – | ﹤0.01% | 2298 |
|
|
2020
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 2242 |
|
|
2020
Q2 | $8K | Hold |
101
| – | – | ﹤0.01% | 2107 |
|
|
2020
Q1 | $5K | Hold |
101
| – | – | ﹤0.01% | 2061 |
|
|
2019
Q4 | $8K | Hold |
101
| – | – | ﹤0.01% | 2078 |
|
|
2019
Q3 | $8K | Sell |
101
-12
| -11% | -$1K | ﹤0.01% | 2075 |
|
|
2019
Q2 | $10K | Buy |
+113
| New | +$11.1K | ﹤0.01% | 1965 |
|
|
2018
Q4 | – | Sell |
-380
| Closed | -$52K | – | 833 |
|
|
2018
Q3 | $52K | Sell |
380
-885
| -70% | -$131K | ﹤0.01% | 1178 |
|
|
2018
Q2 | $188K | Sell |
1,265
-363
| -22% | -$59.8K | 0.01% | 661 |
|
|
2018
Q1 | $308K | Buy |
1,628
+1,533
| +1,614% | +$299K | 0.02% | 525 |
|
|
2017
Q4 | $19K | Hold |
95
| – | – | ﹤0.01% | 1126 |
|
|
2017
Q3 | $18K | Hold |
95
| – | – | ﹤0.01% | 962 |
|
|
2017
Q2 | $15K | Hold |
95
| – | – | ﹤0.01% | 940 |
|
|
2017
Q1 | $15K | Buy |
+95
| New | +$15K | ﹤0.01% | 827 |
|
Other funds holding AMG
AI
Steward Partners Investment Advisory's AMG Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Affiliated Managers Group (AMG) stake by 512% in Q2 2026, buying an estimated $620K and bringing the position to 2,391 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.
Steward Partners Investment Advisory first reported a position in AMG in Q1 2017 and has held it in 36 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.
- Steward Partners Investment Advisory held 2,391 shares of Affiliated Managers Group worth $809K as of Q2 2026.
- Steward Partners Investment Advisory bought 2,000 Affiliated Managers Group shares in Q2 2026, an estimated $620K.
- Affiliated Managers Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1426 holding.
- Steward Partners Investment Advisory first reported a position in Affiliated Managers Group in Q1 2017 and has held it in 36 quarters since.
- 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.