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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
Q2 		$394K Buy
1,164
+15
+1% +$4.65K ﹤0.01% 1279
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's AMG Position: Q2 2026 in Review

Waverly Advisors increased its Affiliated Managers Group (AMG) stake by 1.3% in Q2 2026, buying an estimated $4.65K and bringing the position to 1,164 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Waverly Advisors first reported a position in AMG in Q2 2025 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Waverly Advisors held 1,164 shares of Affiliated Managers Group worth $394K as of Q2 2026.
  • Waverly Advisors bought 15 Affiliated Managers Group shares in Q2 2026, an estimated $4.65K.
  • Affiliated Managers Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1279 holding.
  • Waverly Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 5 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.