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Basswood Capital Management’s Affiliated Managers Group AMG Stock Holding History

Basswood Capital Management’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 		$11.7M Buy
34,501
+22,197
+180% +$6.88M 0.46% 66
2026
Q1 		$3.4M Buy
+12,304
New +$3.71M 0.16% 86
2025
Q3 		– Sell
-15,955
Closed -$3.14M – 114
2025
Q2 		$3.14M Sell
15,955
-63,086
-80% -$10.9M 0.14% 91
2025
Q1 		$13.3M Sell
79,041
-45,200
-36% -$7.88M 0.75% 51
2024
Q4 		$23M Sell
124,241
-7,740
-6% -$1.44M 1.34% 23
2024
Q3 		$23.5M Buy
131,981
+24,379
+23% +$4.14M 1.21% 31
2024
Q2 		$16.8M Buy
107,602
+17,121
+19% +$2.73M 1.09% 39
2024
Q1 		$15.2M Buy
+90,481
New +$14.1M 0.88% 44

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

Basswood Capital Management's AMG Position: Q2 2026 in Review

Basswood Capital Management increased its Affiliated Managers Group (AMG) stake by 180% in Q2 2026, buying an estimated $6.88M and bringing the position to 34,501 shares worth $11.7M. The position accounts for 0.46% of the portfolio, ranked #66.

Basswood Capital Management first reported a position in AMG in Q1 2024 and has held it in 8 quarters since. The position peaked at $23.5M in Q3 2024. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Basswood Capital Management held 34,501 shares of Affiliated Managers Group worth $11.7M as of Q2 2026.
  • Basswood Capital Management bought 22,197 Affiliated Managers Group shares in Q2 2026, an estimated $6.88M.
  • Affiliated Managers Group made up 0.46% of Basswood Capital Management's portfolio in Q2 2026, its #66 holding.
  • Basswood Capital Management first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 8 quarters since.
  • Basswood Capital Management's Affiliated Managers Group position peaked at $23.5M in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.