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Waverly Advisors’s Affiliated Managers Group AMG Stock Holding History

Waverly 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 		$318K Sell
1,149
-6
-0.5% -$1.81K ﹤0.01% 1276
2025
Q4 		$333K Buy
1,155
+139
+14% +$35.9K ﹤0.01% 1168
2025
Q3 		$242K Sell
1,016
-39
-4% -$8.6K ﹤0.01% 1129
2025
Q2 		$208K Buy
+1,055
New +$183K ﹤0.01% 1106

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's AMG Position: Q1 2026 in Review

Waverly Advisors reduced its Affiliated Managers Group (AMG) stake by 0.52% in Q1 2026, selling an estimated $1.81K and leaving 1,149 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Waverly Advisors first reported a position in AMG in Q2 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Waverly Advisors held 1,149 shares of Affiliated Managers Group worth $318K as of Q1 2026.
  • Waverly Advisors sold 6 Affiliated Managers Group shares in Q1 2026, an estimated $1.81K.
  • Affiliated Managers Group made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1276 holding.
  • Waverly Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Affiliated Managers Group position peaked at $333K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.