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Tolleson Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Tolleson Wealth Management’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 		$447K Buy
1,322
+3
+0.2% +$930 0.06% 74
2026
Q1 		$365K Hold
1,319
– – 0.05% 75
2025
Q4 		$380K Hold
1,319
– – 0.05% 70
2025
Q3 		$314K Hold
1,319
– – 0.05% 79
2025
Q2 		$260K Hold
1,319
– – 0.04% 79
2025
Q1 		$222K Sell
1,319
-74
-5% -$12.9K 0.04% 82
2024
Q4 		$258K Sell
1,393
-44
-3% -$8.21K 0.05% 92
2024
Q3 		$255K Hold
1,437
– – 0.05% 76
2024
Q2 		$225K Buy
1,437
+118
+9% +$18.8K 0.04% 78
2024
Q1 		$221K Hold
1,319
– – 0.04% 79
2023
Q4 		$200K Buy
+1,319
New +$177K 0.04% 80
2023
Q1 		– Sell
-1,319
Closed -$209K – 74
2022
Q4 		$209K Buy
+1,319
New +$187K 0.06% 75
2022
Q1 		– Sell
-1,319
Closed -$217K – 70
2021
Q4 		$217K Buy
+1,319
New +$221K 0.06% 67
2021
Q3 		– Sell
-1,465
Closed -$226K – 68
2021
Q2 		$226K Hold
1,465
– – 0.06% 69
2021
Q1 		$218K Buy
+1,465
New +$192K 0.07% 71

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

Tolleson Wealth Management's AMG Position: Q2 2026 in Review

Tolleson Wealth Management increased its Affiliated Managers Group (AMG) stake by 0.23% in Q2 2026, buying an estimated $930 and bringing the position to 1,322 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #74.

Tolleson Wealth Management first reported a position in AMG in Q1 2021 and has held it in 15 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Tolleson Wealth Management held 1,322 shares of Affiliated Managers Group worth $447K as of Q2 2026.
  • Tolleson Wealth Management bought 3 Affiliated Managers Group shares in Q2 2026, an estimated $930.
  • Affiliated Managers Group made up 0.06% of Tolleson Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Tolleson Wealth Management first reported a position in Affiliated Managers Group in Q1 2021 and has held it in 15 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.