Waddell & Associates’s Affiliated Managers Group AMG Stock Holding History

Waddell & Associates’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	$214K	Buy	+631	New	+$196K	0.01%	499

Other funds holding AMG

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Waddell & Associates's AMG Position: Q2 2026 in Review

Waddell & Associates opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 631 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #499 among its holdings.

136 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Waddell & Associates held 631 shares of Affiliated Managers Group worth $214K as of Q2 2026.
Affiliated Managers Group was a new Waddell & Associates position in Q2 2026.
Affiliated Managers Group made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #499 holding.
136 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.