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Transamerica Financial Advisors’s Affiliated Managers Group AMG Stock Holding History

Transamerica Financial Advisors’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 		$4.74K Sell
14
-11
-44% -$3.41K ﹤0.01% 1133
2026
Q1 		$6.92K Buy
25
+3
+14% +$904 ﹤0.01% 985
2025
Q4 		$6.34K Buy
22
+4
+22% +$1.03K ﹤0.01% 923
2025
Q3 		$4.29K Buy
+18
New +$3.97K ﹤0.01% 903

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

Transamerica Financial Advisors's AMG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Affiliated Managers Group (AMG) stake by 44% in Q2 2026, selling an estimated $3.41K and leaving 14 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Transamerica Financial Advisors first reported a position in AMG in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.92K in Q1 2026. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Transamerica Financial Advisors held 14 shares of Affiliated Managers Group worth $4.74K as of Q2 2026.
  • Transamerica Financial Advisors sold 11 Affiliated Managers Group shares in Q2 2026, an estimated $3.41K.
  • Affiliated Managers Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1133 holding.
  • Transamerica Financial Advisors first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Affiliated Managers Group position peaked at $6.92K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.