CC
AMG icon

Callan Capital’s Affiliated Managers Group AMG Stock Holding History

Callan 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
Q1 		$295K Buy
1,758
+21
+1% +$3.66K 0.02% 289
2024
Q4 		$321K Sell
1,737
-319
-16% -$59.5K 0.02% 246
2024
Q3 		$366K Buy
2,056
+173
+9% +$29.4K 0.03% 231
2024
Q2 		$294K Buy
1,883
+139
+8% +$22.1K 0.02% 242
2024
Q1 		$292K Buy
+1,744
New +$271K 0.03% 210

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Callan Capital's AMG Position: Q1 2025 in Review

Callan Capital increased its Affiliated Managers Group (AMG) stake by 1.2% in Q1 2025, buying an estimated $3.66K and bringing the position to 1,758 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #289.

Callan Capital first reported a position in AMG in Q1 2024 and has held it in 5 quarters since. The position peaked at $366K in Q3 2024. 396 funds tracked by Wall St. Rank hold AMG as of Q1 2025.

  • Callan Capital held 1,758 shares of Affiliated Managers Group worth $295K as of Q1 2025.
  • Callan Capital bought 21 Affiliated Managers Group shares in Q1 2025, an estimated $3.66K.
  • Affiliated Managers Group made up 0.02% of Callan Capital's portfolio in Q1 2025, its #289 holding.
  • Callan Capital first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 5 quarters since.
  • Callan Capital's Affiliated Managers Group position peaked at $366K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.