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Wedmont Private Capital’s Affiliated Managers Group AMG Stock Holding History

Wedmont Private Capital’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
Q3 		$342K Buy
883
+112
+15% +$40.6K 0.01% 721
2026
Q2 		$283K Buy
771
+39
+5% +$12.1K 0.01% 761
2026
Q1 		$210K Buy
732
+61
+9% +$18.4K 0.01% 799
2025
Q4 		$206K Buy
+671
New +$173K 0.01% 780

Other funds holding AMG

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Wedmont Private Capital's AMG Position: Q3 2026 in Review

Wedmont Private Capital increased its Affiliated Managers Group (AMG) stake by 15% in Q3 2026, buying an estimated $40.6K and bringing the position to 883 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #721.

Wedmont Private Capital first reported a position in AMG in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Wedmont Private Capital held 883 shares of Affiliated Managers Group worth $342K as of Q3 2026.
  • Wedmont Private Capital bought 112 Affiliated Managers Group shares in Q3 2026, an estimated $40.6K.
  • Affiliated Managers Group made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #721 holding.
  • Wedmont Private Capital first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.