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Caldwell Sutter Capital’s Affiliated Managers Group AMG Stock Holding History

Caldwell Sutter 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
2025
Q4 		– Sell
-19
Closed -$4.53K – 877
2025
Q3 		$4.53K Buy
+19
New +$4.19K ﹤0.01% 640

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Caldwell Sutter Capital's AMG Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 19 shares — an estimated $4.53K sold.

Caldwell Sutter Capital first reported a position in AMG in Q3 2025 and held it in 1 quarter. The position peaked at $4.53K in Q3 2025. 510 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Caldwell Sutter Capital reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 19 Affiliated Managers Group shares in Q4 2025, an estimated $4.53K.
  • Caldwell Sutter Capital first reported a position in Affiliated Managers Group in Q3 2025 and held it in 1 quarter.
  • Caldwell Sutter Capital's Affiliated Managers Group position peaked at $4.53K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.