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TD Private Client Wealth’s Affiliated Managers Group AMG Stock Holding History

TD Private Client 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
2026
Q2 		$512K Buy
1,512
+158
+12% +$49K 0.01% 495
2026
Q1 		$375K Buy
1,354
+170
+14% +$51.2K 0.01% 533
2025
Q4 		$341K Buy
1,184
+295
+33% +$76.2K 0.01% 543
2025
Q3 		$212K Sell
889
-50
-5% -$11K ﹤0.01% 645
2025
Q2 		$185K Buy
939
+1
+0.1% +$173 ﹤0.01% 651
2025
Q1 		$158K Buy
938
+133
+17% +$23.2K ﹤0.01% 648
2024
Q4 		$149K Sell
805
-21
-3% -$3.92K ﹤0.01% 655
2024
Q3 		$147K Buy
826
+336
+69% +$57.1K ﹤0.01% 669
2024
Q2 		$76.6K Buy
+490
New +$78K ﹤0.01% 734
2022
Q1 		– Sell
-5
Closed -$823 – 1273
2021
Q4 		$823 Sell
5
-27
-84% -$4.53K ﹤0.01% 1081
2021
Q3 		$4.83K Hold
32
– – ﹤0.01% 958
2021
Q2 		$4.93K Hold
32
– – ﹤0.01% 961
2021
Q1 		$4.77K Hold
32
– – ﹤0.01% 930
2020
Q4 		$3.25K Sell
32
-20
-38% -$1.73K ﹤0.01% 917
2020
Q3 		$3.56K Hold
52
– – ﹤0.01% 865
2020
Q2 		$3.88K Sell
52
-68
-57% -$4.6K ﹤0.01% 852
2020
Q1 		$7.1K Sell
120
-66
-35% -$4.94K ﹤0.01% 786
2019
Q4 		$15.8K Buy
+186
New +$15.3K ﹤0.01% 722

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

TD Private Client Wealth's AMG Position: Q2 2026 in Review

TD Private Client Wealth increased its Affiliated Managers Group (AMG) stake by 12% in Q2 2026, buying an estimated $49K and bringing the position to 1,512 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #495.

TD Private Client Wealth first reported a position in AMG in Q4 2019 and has held it in 18 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • TD Private Client Wealth held 1,512 shares of Affiliated Managers Group worth $512K as of Q2 2026.
  • TD Private Client Wealth bought 158 Affiliated Managers Group shares in Q2 2026, an estimated $49K.
  • Affiliated Managers Group made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #495 holding.
  • TD Private Client Wealth first reported a position in Affiliated Managers Group in Q4 2019 and has held it in 18 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.