AlphaCore Capital’s Affiliated Managers Group AMG Stock Holding History

AlphaCore Capital’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 Q1	–	Sell	-1,083	Closed	-$312K	–	1219
2025 Q4	$312K	Buy	1,083 +36	+3%	+$9.3K	0.01%	785
2025 Q3	$250K	Buy	1,047 +799	+322%	+$176K	0.01%	639
2025 Q2	$48.8K	Buy	+248	New	+$43K	﹤0.01%	813

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaCore Capital's AMG Position: Q1 2026 in Review

AlphaCore Capital sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 1,083 shares — an estimated $312K sold.

AlphaCore Capital first reported a position in AMG in Q2 2025 and held it in 3 quarters. The position peaked at $312K in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

AlphaCore Capital reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 1,083 Affiliated Managers Group shares in Q1 2026, an estimated $312K.
AlphaCore Capital first reported a position in Affiliated Managers Group in Q2 2025 and held it in 3 quarters.
AlphaCore Capital's Affiliated Managers Group position peaked at $312K in Q4 2025.
543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.