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BOK Financial’s Affiliated Managers Group AMG Stock Holding History

BOK Financial’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
-68
Closed -$18.8K – 1162
2026
Q1 		$18.8K Sell
68
-18
-21% -$5.42K ﹤0.01% 912
2025
Q4 		$24.8K Buy
86
+15
+21% +$3.88K ﹤0.01% 912
2025
Q3 		$16.9K Buy
+71
New +$15.6K ﹤0.01% 969
2024
Q4 		– Sell
-2
Closed -$357 – 1306
2024
Q3 		$357 Hold
2
– – ﹤0.01% 1253
2024
Q2 		$312 Sell
2
-51
-96% -$8.12K ﹤0.01% 1128
2024
Q1 		$8.79K Sell
53
-31
-37% -$4.82K ﹤0.01% 968
2023
Q4 		$12.7K Sell
84
-10
-11% -$1.34K ﹤0.01% 920
2023
Q3 		$11.5K Sell
94
-96
-51% -$13.4K ﹤0.01% 885
2023
Q2 		$28.5K Sell
190
-62
-25% -$8.88K ﹤0.01% 845
2023
Q1 		$35.9K Buy
+252
New +$39.8K ﹤0.01% 873
2017
Q2 		– Sell
-2,917
Closed -$478K – 892
2017
Q1 		$478K Buy
2,917
+209
+8% +$33.1K 0.01% 667
2016
Q4 		$393K Sell
2,708
-129
-5% -$18.7K 0.01% 697
2016
Q3 		$410K Buy
2,837
+25
+0.9% +$3.58K 0.01% 685
2016
Q2 		$395K Buy
2,812
+41
+1% +$6.71K 0.01% 645
2016
Q1 		$450K Buy
2,771
+2
+0.1% +$279 0.02% 596
2015
Q4 		$443K Sell
2,769
-482
-15% -$82.9K 0.02% 601
2015
Q3 		$556K Sell
3,251
-8,868
-73% -$1.74M 0.02% 547
2015
Q2 		$2.65M Buy
12,119
+7,602
+168% +$1.69M 0.09% 257
2015
Q1 		$970K Buy
4,517
+1,339
+42% +$283K 0.03% 445
2014
Q4 		$674K Buy
3,178
+1,780
+127% +$354K 0.02% 460
2014
Q3 		$280K Sell
1,398
-72
-5% -$14.7K 0.01% 723
2014
Q2 		$302K Buy
+1,470
New +$284K 0.01% 768
2013
Q4 		– Sell
-2,882
Closed -$527K – 873
2013
Q3 		$527K Buy
2,882
+17
+0.6% +$3.02K 0.02% 557
2013
Q2 		$470K Buy
+2,865
New +$453K 0.02% 545

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

BOK Financial's AMG Position: Q2 2026 in Review

BOK Financial sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 68 shares — an estimated $18.8K sold.

BOK Financial first reported a position in AMG in Q2 2013 and held it in 24 quarters. The position peaked at $2.65M in Q2 2015. 562 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • BOK Financial reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • BOK Financial sold 68 Affiliated Managers Group shares in Q2 2026, an estimated $18.8K.
  • BOK Financial first reported a position in Affiliated Managers Group in Q2 2013 and held it in 24 quarters.
  • BOK Financial's Affiliated Managers Group position peaked at $2.65M in Q2 2015.
  • 562 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.