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Wealth Enhancement Trust Services’s Affiliated Managers Group AMG Stock Holding History

Wealth Enhancement Trust Services’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 		$338 Hold
1
– – ﹤0.01% 1291
2026
Q1 		$277 Hold
1
– – ﹤0.01% 761
2025
Q4 		$288 Buy
+1
New +$258 ﹤0.01% 710

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wealth Enhancement Trust Services's AMG Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 1 share worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Wealth Enhancement Trust Services first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Wealth Enhancement Trust Services held 1 share of Affiliated Managers Group worth $338 as of Q2 2026.
  • Wealth Enhancement Trust Services left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1291 holding.
  • Wealth Enhancement Trust Services first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.