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Callan Family Office’s Affiliated Managers Group AMG Stock Holding History

Callan Family Office’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
Q1 		$1.25M Buy
4,509
+267
+6% +$80.5K 0.03% 500
2025
Q4 		$1.22M Buy
4,242
+2,622
+162% +$678K 0.03% 487
2025
Q3 		$386K Sell
1,620
-93
-5% -$20.5K 0.01% 621
2025
Q2 		$337K Buy
+1,713
New +$297K 0.01% 728
2025
Q1 		– Sell
-1,293
Closed -$239K – 552
2024
Q4 		$239K Buy
+1,293
New +$241K 0.02% 556

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's AMG Position: Q1 2026 in Review

Callan Family Office increased its Affiliated Managers Group (AMG) stake by 6.3% in Q1 2026, buying an estimated $80.5K and bringing the position to 4,509 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #500.

Callan Family Office first reported a position in AMG in Q4 2024 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Callan Family Office held 4,509 shares of Affiliated Managers Group worth $1.25M as of Q1 2026.
  • Callan Family Office bought 267 Affiliated Managers Group shares in Q1 2026, an estimated $80.5K.
  • Affiliated Managers Group made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #500 holding.
  • Callan Family Office first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 5 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.