AMG β€” AFFILIATED MANAGERS GROUP INC COM

Ownership history in Rise Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

Rise Advisors, LLC reported AFFILIATED MANAGERS GROUP INC COM (AMG) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows AMG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rise Advisors, LLC's position in AFFILIATED MANAGERS GROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AMG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rise Advisors, LLC held AMG β€” position size vs. price
% of Fund (quarterly)    AMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 75 β€” 0% 0.01% $18K 2025-10-08 $242.11
2025 Q2 UNCHANGED 75 β€” 0% 0.01% $15K 2025-07-08 $201.86
2025 Q1 REDUCED 75 -18 -19.4% 0.01% $13K 2025-05-15 $180.93
2024 Q4 UNCHANGED 93 β€” 0% 0.01% $17K 2025-01-07 $180.45
2024 Q3 UNCHANGED 93 β€” 0% 0.01% $17K 2024-10-11 $187.95
2024 Q2 UNCHANGED 93 β€” 0% 0.01% $15K 2024-07-09 $154.67
2024 Q1 INITIATED 93 β€” β€” 0.01% $16K 2024-04-09 $169.45

FAQ About Rise Advisors, LLC and AMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rise Advisors, LLC reported owning AMG?

Rise Advisors, LLC reported AMG across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AMG position in Rise Advisors, LLC's portfolio?

The largest reported portfolio weight for AMG was 0.01% in 2024 Q1.

What is the latest reported AMG position on this page?

The most recent filing on this page is 2025 Q3, when Rise Advisors, LLC reported 75 shares, equal to 0.01% of portfolio, with an estimated market value of $18K.

What does the chart on this AMG ownership page compare?

The chart compares Rise Advisors, LLC's quarterly AMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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