U.S. Capital Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History

U.S. Capital 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	$1.31M	Buy	4,751 +3,871	+440%	+$1.17M	0.03%	444
2025 Q4	$254K	Buy	+880	New	+$227K	0.01%	854
2023 Q1	–	Sell	-77	Closed	-$12.2K	–	671
2022 Q4	$12.2K	Buy	+77	New	+$10.9K	﹤0.01%	1228

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's AMG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Affiliated Managers Group (AMG) stake by 440% in Q1 2026, buying an estimated $1.17M and bringing the position to 4,751 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #444.

U.S. Capital Wealth Advisors first reported a position in AMG in Q4 2022 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

U.S. Capital Wealth Advisors held 4,751 shares of Affiliated Managers Group worth $1.31M as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,871 Affiliated Managers Group shares in Q1 2026, an estimated $1.17M.
Affiliated Managers Group made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #444 holding.
U.S. Capital Wealth Advisors first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 3 quarters since.
544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.