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Blue Trust Inc’s Affiliated Managers Group AMG Stock Holding History

Blue Trust Inc’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 		$1.72M Buy
5,074
+106
+2% +$32.9K 0.02% 207
2026
Q1 		$1.37M Sell
4,968
-12
-0.2% -$3.62K 0.02% 240
2025
Q4 		$1.44M Buy
4,980
+193
+4% +$49.9K 0.02% 228
2025
Q3 		$1.14M Buy
4,787
+19
+0.4% +$4.19K 0.01% 266
2025
Q2 		$938K Buy
4,768
+145
+3% +$25.2K 0.01% 290
2025
Q1 		$777K Buy
4,623
+175
+4% +$30.5K 0.01% 298
2024
Q4 		$823K Buy
4,448
+2,641
+146% +$493K 0.01% 265
2024
Q3 		$282K Buy
1,807
+845
+88% +$144K ﹤0.01% 704
2024
Q2 		$161K Buy
962
+499
+108% +$79.4K ﹤0.01% 791
2024
Q1 		$77.5K Sell
463
-154
-25% -$23.9K ﹤0.01% 781
2023
Q4 		$80K Buy
617
+90
+17% +$12.1K ﹤0.01% 766
2023
Q3 		$79K Buy
527
+269
+104% +$37.6K ﹤0.01% 694
2023
Q2 		$37K Sell
258
-1,050
-80% -$150K ﹤0.01% 803
2023
Q1 		$208K Buy
1,308
+613
+88% +$96.8K ﹤0.01% 526
2022
Q4 		$78K Buy
695
+123
+22% +$17.4K ﹤0.01% 746
2022
Q3 		$66K Buy
572
+507
+780% +$63.6K ﹤0.01% 659
2022
Q2 		$9K Buy
+65
New +$8.37K ﹤0.01% 1220

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

Blue Trust Inc's AMG Position: Q2 2026 in Review

Blue Trust Inc increased its Affiliated Managers Group (AMG) stake by 2.1% in Q2 2026, buying an estimated $32.9K and bringing the position to 5,074 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #207.

Blue Trust Inc first reported a position in AMG in Q2 2022 and has held it in 17 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Blue Trust Inc held 5,074 shares of Affiliated Managers Group worth $1.72M as of Q2 2026.
  • Blue Trust Inc bought 106 Affiliated Managers Group shares in Q2 2026, an estimated $32.9K.
  • Affiliated Managers Group made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #207 holding.
  • Blue Trust Inc first reported a position in Affiliated Managers Group in Q2 2022 and has held it in 17 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.