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1620 Investment Advisors’s Affiliated Managers Group AMG Stock Holding History

1620 Investment Advisors’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
Q2 		$8.46K Hold
25
– – 0.01% 513
2026
Q1 		$6.92K Hold
25
– – ﹤0.01% 502
2025
Q4 		$7.21K Sell
25
-5
-17% -$1.29K ﹤0.01% 494
2025
Q3 		$7.15K Sell
30
-10
-25% -$2.2K ﹤0.01% 487
2025
Q2 		$7.87K Sell
40
-15
-27% -$2.6K 0.01% 487
2025
Q1 		$9.24K Hold
55
– – 0.01% 455
2024
Q4 		$10.2K Buy
55
+25
+83% +$4.67K 0.01% 454
2024
Q3 		$5.33K Hold
30
– – ﹤0.01% 522
2024
Q2 		$4.69K Buy
+30
New +$4.78K ﹤0.01% 509

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

1620 Investment Advisors's AMG Position: Q2 2026 in Review

1620 Investment Advisors held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 25 shares worth $8.46K. The position accounts for 0.01% of the portfolio, ranked #513.

1620 Investment Advisors first reported a position in AMG in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.2K in Q4 2024. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • 1620 Investment Advisors held 25 shares of Affiliated Managers Group worth $8.46K as of Q2 2026.
  • 1620 Investment Advisors left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #513 holding.
  • 1620 Investment Advisors first reported a position in Affiliated Managers Group in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Affiliated Managers Group position peaked at $10.2K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.