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SVB Wealth’s Affiliated Managers Group AMG Stock Holding History

SVB Wealth’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
Q2 		– Sell
-305
Closed -$51.2K – 507
2025
Q1 		$51.2K Sell
305
-823
-73% -$143K ﹤0.01% 539
2024
Q4 		$209K Buy
+1,128
New +$211K ﹤0.01% 671
2023
Q3 		– Sell
-1,530
Closed -$229K – 871
2023
Q2 		$229K Sell
1,530
-249
-14% -$35.6K ﹤0.01% 775
2023
Q1 		$253K Sell
1,779
-10
-0.6% -$1.58K ﹤0.01% 799
2022
Q4 		$283K Buy
+1,789
New +$253K ﹤0.01% 764
2021
Q4 		– Sell
-4,931
Closed -$745K – 811
2021
Q3 		$745K Buy
4,931
+1,156
+31% +$189K 0.01% 475
2021
Q2 		$582K Buy
3,775
+841
+29% +$134K 0.01% 535
2021
Q1 		$437K Buy
+2,934
New +$384K 0.01% 565
2016
Q2 		– Sell
-1,514
Closed -$246K – 510
2016
Q1 		$246K Sell
1,514
-150
-9% -$20.9K 0.01% 463
2015
Q4 		$266K Sell
1,664
-5,802
-78% -$997K 0.01% 475
2015
Q3 		$1.28M Sell
7,466
-883
-11% -$174K 0.05% 261
2015
Q2 		$1.82M Sell
8,349
-299
-3% -$66.5K 0.06% 248
2015
Q1 		$1.86M Sell
8,648
-235
-3% -$49.6K 0.06% 244
2014
Q4 		$1.89M Buy
+8,883
New +$1.76M 0.06% 244

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

SVB Wealth's AMG Position: Q2 2025 in Review

SVB Wealth sold out of Affiliated Managers Group (AMG) in Q2 2025, closing a stake of 305 shares — an estimated $51.2K sold.

SVB Wealth first reported a position in AMG in Q4 2014 and held it in 14 quarters. The position peaked at $1.89M in Q4 2014. 433 funds tracked by Wall St. Rank hold AMG as of Q2 2025.

  • SVB Wealth reported no remaining Affiliated Managers Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 305 Affiliated Managers Group shares in Q2 2025, an estimated $51.2K.
  • SVB Wealth first reported a position in Affiliated Managers Group in Q4 2014 and held it in 14 quarters.
  • SVB Wealth's Affiliated Managers Group position peaked at $1.89M in Q4 2014.
  • 433 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.