United Capital Financial Advisors’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $719K | Buy |
2,124
+37
| +2% | +$11.5K | ﹤0.01% | 949 |
|
|
2026
Q1 | $577K | Buy |
2,087
+151
| +8% | +$45.5K | ﹤0.01% | 996 |
|
|
2025
Q4 | $558K | Buy |
1,936
+749
| +63% | +$194K | ﹤0.01% | 923 |
|
|
2025
Q3 | $283K | Sell |
1,187
-4
| -0.3% | -$882 | ﹤0.01% | 1037 |
|
|
2025
Q2 | $234K | Sell |
1,191
-846
| -42% | -$147K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $342K | Sell |
2,037
-53
| -3% | -$9.24K | ﹤0.01% | 851 |
|
|
2024
Q4 | $386K | Sell |
2,090
-55
| -3% | -$10.3K | ﹤0.01% | 800 |
|
|
2024
Q3 | $381K | Buy |
2,145
+152
| +8% | +$25.8K | ﹤0.01% | 801 |
|
|
2024
Q2 | $311K | Sell |
1,993
-147
| -7% | -$23.4K | ﹤0.01% | 834 |
|
|
2024
Q1 | $358K | Sell |
2,140
-145
| -6% | -$22.5K | ﹤0.01% | 827 |
|
|
2023
Q4 | $346K | Buy |
+2,285
| New | +$307K | ﹤0.01% | 822 |
|
|
2023
Q2 | – | Sell |
-1,458
| Closed | -$208K | – | 892 |
|
|
2023
Q1 | $208K | Buy |
+1,458
| New | +$230K | ﹤0.01% | 926 |
|
|
2022
Q2 | – | Sell |
-2,035
| Closed | -$287K | – | 1123 |
|
|
2022
Q1 | $287K | Buy |
2,035
+54
| +3% | +$7.76K | ﹤0.01% | 998 |
|
|
2021
Q4 | $326K | Buy |
1,981
+5
| +0.3% | +$838 | ﹤0.01% | 1003 |
|
|
2021
Q3 | $299K | Sell |
1,976
-101
| -5% | -$16.5K | ﹤0.01% | 1010 |
|
|
2021
Q2 | $320K | Buy |
2,077
+718
| +53% | +$115K | ﹤0.01% | 1000 |
|
|
2021
Q1 | $203K | Buy |
+1,359
| New | +$178K | ﹤0.01% | 1120 |
|
|
2020
Q3 | – | Sell |
-2,920
| Closed | -$218K | – | 1155 |
|
|
2020
Q2 | $218K | Buy |
+2,920
| New | +$197K | ﹤0.01% | 1078 |
|
|
2020
Q1 | – | Sell |
-4,326
| Closed | -$367K | – | 1193 |
|
|
2019
Q4 | $367K | Sell |
4,326
-328
| -7% | -$26.9K | ﹤0.01% | 1072 |
|
|
2019
Q3 | $388K | Sell |
4,654
-1,483
| -24% | -$124K | ﹤0.01% | 1018 |
|
|
2019
Q2 | $561K | Sell |
6,137
-3,062
| -33% | -$300K | ﹤0.01% | 1008 |
|
|
2019
Q1 | $985K | Buy |
9,199
+65
| +0.7% | +$6.91K | 0.01% | 781 |
|
|
2018
Q4 | $890K | Buy |
9,134
+813
| +10% | +$91.8K | 0.01% | 744 |
|
|
2018
Q3 | $1.14M | Sell |
8,321
-246
| -3% | -$36.3K | 0.01% | 746 |
|
|
2018
Q2 | $1.27M | Sell |
8,567
-1,668
| -16% | -$275K | 0.01% | 705 |
|
|
2018
Q1 | $1.94M | Sell |
10,235
-1,950
| -16% | -$380K | 0.01% | 597 |
|
|
2017
Q4 | $2.52M | Sell |
12,185
-776
| -6% | -$150K | 0.02% | 538 |
|
|
2017
Q3 | $2.46M | Sell |
12,961
-2,350
| -15% | -$418K | 0.02% | 528 |
|
|
2017
Q2 | $2.54M | Sell |
15,311
-457
| -3% | -$73K | 0.02% | 517 |
|
|
2017
Q1 | $2.58M | Buy |
15,768
+175
| +1% | +$27.7K | 0.02% | 502 |
|
|
2016
Q4 | $2.27M | Sell |
15,593
-69
| -0.4% | -$10K | 0.02% | 537 |
|
|
2016
Q3 | $2.27M | Sell |
15,662
-4,386
| -22% | -$628K | 0.02% | 554 |
|
|
2016
Q2 | $2.83M | Buy |
20,048
+4,856
| +32% | +$795K | 0.03% | 476 |
|
|
2016
Q1 | $2.47M | Buy |
15,192
+484
| +3% | +$67.5K | 0.03% | 485 |
|
|
2015
Q4 | $2.35M | Sell |
14,708
-91
| -0.6% | -$15.6K | 0.03% | 518 |
|
|
2015
Q3 | $2.53M | Buy |
14,799
+1,728
| +13% | +$340K | 0.03% | 482 |
|
|
2015
Q2 | $2.86M | Sell |
13,071
-1,001
| -7% | -$223K | 0.03% | 498 |
|
|
2015
Q1 | $3.18M | Sell |
14,072
-243
| -2% | -$51.3K | 0.04% | 448 |
|
|
2014
Q4 | $3.04M | Buy |
14,315
+1,716
| +14% | +$341K | 0.05% | 371 |
|
|
2014
Q3 | $2.52M | Sell |
12,599
-87
| -0.7% | -$17.8K | 0.04% | 386 |
|
|
2014
Q2 | $2.61M | Buy |
12,686
+3,464
| +38% | +$670K | 0.05% | 354 |
|
|
2014
Q1 | $1.84M | Buy |
9,222
+671
| +8% | +$132K | 0.04% | 370 |
|
|
2013
Q4 | $1.85M | Sell |
8,551
-1,059
| -11% | -$211K | 0.06% | 249 |
|
|
2013
Q3 | $1.75M | Sell |
9,610
-1,507
| -14% | -$268K | 0.06% | 275 |
|
|
2013
Q2 | $1.82M | Buy |
+11,117
| New | +$1.76M | 0.05% | 320 |
|
Other funds holding AMG
AI
United Capital Financial Advisors's AMG Position: Q2 2026 in Review
United Capital Financial Advisors increased its Affiliated Managers Group (AMG) stake by 1.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,124 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #949.
United Capital Financial Advisors first reported a position in AMG in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.18M in Q1 2015. 562 funds tracked by Wall St. Rank hold AMG as of Q2 2026.
- United Capital Financial Advisors held 2,124 shares of Affiliated Managers Group worth $719K as of Q2 2026.
- United Capital Financial Advisors bought 37 Affiliated Managers Group shares in Q2 2026, an estimated $11.5K.
- Affiliated Managers Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #949 holding.
- United Capital Financial Advisors first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 45 quarters since.
- United Capital Financial Advisors's Affiliated Managers Group position peaked at $3.18M in Q1 2015.
- 562 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.