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James T. Borello RIA’s Affiliated Managers Group AMG Stock Holding History

James T. Borello RIA’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 		$5.12K Hold
14
– – ﹤0.01% 775
2026
Q2 		$4.74K Hold
14
– – ﹤0.01% 804
2026
Q1 		$3.87K Hold
14
– – ﹤0.01% 823
2025
Q4 		$4.04K Hold
14
– – ﹤0.01% 619
2025
Q3 		$3.34K Buy
+14
New +$3.09K ﹤0.01% 608

Other funds holding AMG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

James T. Borello RIA's AMG Position: Q3 2026 in Review

James T. Borello RIA held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 14 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

James T. Borello RIA first reported a position in AMG in Q3 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • James T. Borello RIA held 14 shares of Affiliated Managers Group worth $5.12K as of Q3 2026.
  • James T. Borello RIA left its Affiliated Managers Group share count unchanged in Q3 2026.
  • Affiliated Managers Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #775 holding.
  • James T. Borello RIA first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 5 quarters since.
  • 75 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.