CFO
AMG icon

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
Q2 		$2.11M Buy
6,241
+1,732
+38% +$537K 0.04% 372
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's AMG Position: Q2 2026 in Review

Callan Family Office increased its Affiliated Managers Group (AMG) stake by 38% in Q2 2026, buying an estimated $537K and bringing the position to 6,241 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #372.

Callan Family Office first reported a position in AMG in Q4 2024 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Callan Family Office held 6,241 shares of Affiliated Managers Group worth $2.11M as of Q2 2026.
  • Callan Family Office bought 1,732 Affiliated Managers Group shares in Q2 2026, an estimated $537K.
  • Affiliated Managers Group made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #372 holding.
  • Callan Family Office first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 6 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.