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Bayforest Capital’s Affiliated Managers Group AMG Stock Holding History

Bayforest 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
Q2 		– Sell
-633
Closed -$175K – 946
2026
Q1 		$175K Buy
633
+62
+11% +$18.7K 0.2% 161
2025
Q4 		$165K Sell
571
-550
-49% -$142K 0.12% 338
2025
Q3 		$267K Buy
+1,121
New +$247K 0.13% 324
2025
Q2 		– Sell
-4,710
Closed -$791K – 722
2025
Q1 		$791K Buy
4,710
+4,067
+633% +$709K 0.34% 67
2024
Q4 		$119K Buy
+643
New +$120K 0.15% 269

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

Bayforest Capital's AMG Position: Q2 2026 in Review

Bayforest Capital sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 633 shares — an estimated $175K sold.

Bayforest Capital first reported a position in AMG in Q4 2024 and held it in 5 quarters. The position peaked at $791K in Q1 2025. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Bayforest Capital reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Bayforest Capital sold 633 Affiliated Managers Group shares in Q2 2026, an estimated $175K.
  • Bayforest Capital first reported a position in Affiliated Managers Group in Q4 2024 and held it in 5 quarters.
  • Bayforest Capital's Affiliated Managers Group position peaked at $791K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.