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USA Financial Formulas’s Affiliated Managers Group AMG Stock Holding History

USA Financial Formulas’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
-609
Closed -$169K – 422
2026
Q1 		$169K Sell
609
-26
-4% -$7.83K 0.03% 141
2025
Q4 		$183K Sell
635
-113
-15% -$29.2K 0.03% 141
2025
Q3 		$178K Buy
+748
New +$165K 0.03% 152
2021
Q3 		– Sell
-2,245
Closed -$346K – 400
2021
Q2 		$346K Buy
+2,245
New +$358K 0.29% 99

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

USA Financial Formulas's AMG Position: Q2 2026 in Review

USA Financial Formulas sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 609 shares — an estimated $169K sold.

USA Financial Formulas first reported a position in AMG in Q2 2021 and held it in 4 quarters. The position peaked at $346K in Q2 2021. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • USA Financial Formulas reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 609 Affiliated Managers Group shares in Q2 2026, an estimated $169K.
  • USA Financial Formulas first reported a position in Affiliated Managers Group in Q2 2021 and held it in 4 quarters.
  • USA Financial Formulas's Affiliated Managers Group position peaked at $346K in Q2 2021.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.