Strategic Global Advisors, LLC AMG β€” AFFILIATED MANAGERS GROUP

Ownership history in Strategic Global Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Strategic Global Advisors, LLC reported AFFILIATED MANAGERS GROUP (AMG) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.71% in 2026 Q2. The latest visible filing shows AMG at 0.71% 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 Strategic Global Advisors, LLC's position in AFFILIATED MANAGERS GROUP, 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
2026 Q2

AMG was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Strategic Global Advisors, LLC held AMG β€” position size vs. price
% of Fund (quarterly)    AMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 14,706 β€” β€” 0.71% $5.0M 2026-08-14 $374.37

FAQ About Strategic Global 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 Strategic Global Advisors, LLC reported owning AMG?

Strategic Global Advisors, LLC reported AMG across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for AMG was 0.71% in 2026 Q2.

What is the latest reported AMG position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Global Advisors, LLC reported 14,706 shares, equal to 0.71% of portfolio, with an estimated market value of $5.0M.

What does the chart on this AMG ownership page compare?

The chart compares Strategic Global 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.

← Back to Strategic Global Advisors, LLC Holdings