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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's AMG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 16 shares worth $4.43K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AMG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AMG in Q2 2025 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 16 shares of Affiliated Managers Group worth $4.43K as of Q1 2026.
  • Affiliated Managers Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Affiliated Managers Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1439 holding.
  • Twin Peaks Wealth Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.