AlphaGrep UK’s Affiliated Managers Group AMG Stock Holding History

AlphaGrep UK’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 Q3	–	Sell	-1,055	Closed	-$357K	–	740
2026 Q2	$357K	Buy	1,055 +255	+32%	+$79.1K	0.11%	385
2026 Q1	$221K	Buy	+800	New	+$241K	0.06%	679

Other funds holding AMG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

AlphaGrep UK's AMG Position: Q3 2026 in Review

AlphaGrep UK sold out of Affiliated Managers Group (AMG) in Q3 2026, closing a stake of 1,055 shares — an estimated $357K sold.

AlphaGrep UK first reported a position in AMG in Q1 2026 and held it in 2 quarters. The position peaked at $357K in Q2 2026. 471 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

AlphaGrep UK reported no remaining Affiliated Managers Group position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 1,055 Affiliated Managers Group shares in Q3 2026, an estimated $357K.
AlphaGrep UK first reported a position in Affiliated Managers Group in Q1 2026 and held it in 2 quarters.
AlphaGrep UK's Affiliated Managers Group position peaked at $357K in Q2 2026.
471 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.