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Twin Peaks Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

Twin Peaks Wealth 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 		– Sell
-16
Closed -$4.43K – 318
2026
Q1 		$4.43K Buy
+16
New +$4.82K ﹤0.01% 1439
2025
Q3 		– Sell
-13
Closed -$2.86K – 257
2025
Q2 		$2.86K Buy
+13
New +$2.25K ﹤0.01% 1522

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

Twin Peaks Wealth Advisors's AMG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 16 shares — an estimated $4.43K sold.

Twin Peaks Wealth Advisors first reported a position in AMG in Q2 2025 and held it in 2 quarters. The position peaked at $4.43K in Q1 2026. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 16 Affiliated Managers Group shares in Q2 2026, an estimated $4.43K.
  • Twin Peaks Wealth Advisors first reported a position in Affiliated Managers Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Affiliated Managers Group position peaked at $4.43K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.