UFPG
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United Financial Planning Group’s Affiliated Managers Group AMG Stock Holding History

United Financial Planning Group’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 		$8.12K Hold
24
– – ﹤0.01% 284
2026
Q1 		$6.64K Buy
+24
New +$7.23K ﹤0.01% 272

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

United Financial Planning Group's AMG Position: Q2 2026 in Review

United Financial Planning Group held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 24 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

United Financial Planning Group first reported a position in AMG in Q1 2026 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • United Financial Planning Group held 24 shares of Affiliated Managers Group worth $8.12K as of Q2 2026.
  • United Financial Planning Group left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #284 holding.
  • United Financial Planning Group first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.