Wilkinson Global Asset Management’s Affiliated Managers Group AMG Stock Holding History

Wilkinson Global Asset Management’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
2025 Q3	–	Sell	-1,065	Closed	-$210K	–	67
2025 Q2	$210K	Sell	1,065 -2,135	-67%	-$370K	0.01%	68
2025 Q1	$538K	Sell	3,200 -200	-6%	-$34.9K	0.03%	53
2024 Q4	$629K	Hold	3,400	–	–	0.04%	52
2024 Q3	$605K	Sell	3,400 -200	-6%	-$34K	0.04%	51
2024 Q2	$562K	Hold	3,600	–	–	0.04%	54
2024 Q1	$603K	Sell	3,600 -503	-12%	-$78.2K	0.04%	53
2023 Q4	$621K	Hold	4,103	–	–	0.04%	52
2023 Q3	$535K	Hold	4,103	–	–	0.04%	56
2023 Q2	$615K	Hold	4,103	–	–	0.05%	53
2023 Q1	$584K	Hold	4,103	–	–	0.05%	53
2022 Q4	$650K	Hold	4,103	–	–	0.05%	52
2022 Q3	$459K	Buy	4,103 +600	+17%	+$75.3K	0.04%	59
2022 Q2	$408K	Buy	+3,503	New	+$451K	0.03%	61

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wilkinson Global Asset Management's AMG Position: Q3 2025 in Review

Wilkinson Global Asset Management sold out of Affiliated Managers Group (AMG) in Q3 2025, closing a stake of 1,065 shares — an estimated $210K sold.

Wilkinson Global Asset Management first reported a position in AMG in Q2 2022 and held it in 13 quarters. The position peaked at $650K in Q4 2022. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

Wilkinson Global Asset Management reported no remaining Affiliated Managers Group position as of Q3 2025 after selling out during the quarter.
Wilkinson Global Asset Management sold 1,065 Affiliated Managers Group shares in Q3 2025, an estimated $210K.
Wilkinson Global Asset Management first reported a position in Affiliated Managers Group in Q2 2022 and held it in 13 quarters.
Wilkinson Global Asset Management's Affiliated Managers Group position peaked at $650K in Q4 2022.
450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.