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Affiliated Managers shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

All positions including Affiliated Managers held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affiliated Managers by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 14k 238.43
2025-06-30 $3.0M 15k 196.77
2025-03-31 $2.7M 16k 168.03
2021-03-31 $1.5M 9.8k 149.08

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)

View all positions for Kestra Advisory Services

Top funds holding Affiliated Managers

BlackRock
Vanguard Group
Morgan Stanley
Ariel Investments
Clarkston Capital Partners
Robeco Investment Management
Millennium Management
State Street Corporation
Dimensional Fund Advisors
Citadel Advisors
Lyrical Asset Management
Hanna Zanoni
Geode Capital Management
LSV Asset Management
Channing Capital Management

View all funds holding Affiliated Managers