AG
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Algert Global’s Affiliated Managers Group AMG Stock Holding History

Algert Global’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 		$7.99M Buy
23,607
+900
+4% +$279K 0.09% 355
2026
Q1 		$6.28M Sell
22,707
-11,240
-33% -$3.39M 0.09% 370
2025
Q4 		$9.79M Sell
33,947
-36,943
-52% -$9.55M 0.15% 202
2025
Q3 		$16.9M Buy
70,890
+13,670
+24% +$3.01M 0.28% 71
2025
Q2 		$11.3M Sell
57,220
-12,020
-17% -$2.09M 0.24% 98
2025
Q1 		$11.6M Sell
69,240
-35,099
-34% -$6.12M 0.29% 65
2024
Q4 		$19.3M Buy
104,339
+9,112
+10% +$1.7M 0.45% 9
2024
Q3 		$16.9M Buy
95,227
+5,973
+7% +$1.01M 0.46% 7
2024
Q2 		$13.9M Buy
89,254
+38,206
+75% +$6.08M 0.46% 4
2024
Q1 		$8.55M Buy
51,048
+2,120
+4% +$330K 0.33% 56
2023
Q4 		$7.41M Buy
48,928
+10,233
+26% +$1.37M 0.3% 70
2023
Q3 		$5.04M Buy
38,695
+14,728
+61% +$2.06M 0.24% 114
2023
Q2 		$3.59M Buy
23,967
+570
+2% +$81.6K 0.16% 190
2023
Q1 		$3.33M Sell
23,397
-2,261
-9% -$357K 0.16% 186
2022
Q4 		$4.06M Hold
25,658
– – 0.23% 112
2022
Q3 		$2.87M Buy
25,658
+3,550
+16% +$445K 0.17% 166
2022
Q2 		$2.58M Hold
22,108
– – 0.19% 115
2022
Q1 		$3.12M Buy
22,108
+15,757
+248% +$2.26M 0.2% 114
2021
Q4 		$1.04M Buy
6,351
+230
+4% +$38.6K 0.13% 265
2021
Q3 		$925K Buy
+6,121
New +$1M 0.12% 266

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

Algert Global's AMG Position: Q2 2026 in Review

Algert Global increased its Affiliated Managers Group (AMG) stake by 4% in Q2 2026, buying an estimated $279K and bringing the position to 23,607 shares worth $7.99M. The position accounts for 0.09% of the portfolio, ranked #355.

Algert Global first reported a position in AMG in Q3 2021 and has held it in 20 quarters since. The position peaked at $19.3M in Q4 2024. 562 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Algert Global held 23,607 shares of Affiliated Managers Group worth $7.99M as of Q2 2026.
  • Algert Global bought 900 Affiliated Managers Group shares in Q2 2026, an estimated $279K.
  • Affiliated Managers Group made up 0.09% of Algert Global's portfolio in Q2 2026, its #355 holding.
  • Algert Global first reported a position in Affiliated Managers Group in Q3 2021 and has held it in 20 quarters since.
  • Algert Global's Affiliated Managers Group position peaked at $19.3M in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.