CIM
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Cambria Investment Management’s Affiliated Managers Group AMG Stock Holding History

Cambria Investment Management’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 		$215K Sell
776
-759
-49% -$229K 0.01% 621
2025
Q4 		$443K Buy
1,535
+209
+16% +$54K 0.03% 432
2025
Q3 		$316K Sell
1,326
-55,906
-98% -$12.3M 0.02% 435
2025
Q2 		$11.3M Sell
57,232
-8,619
-13% -$1.5M 0.76% 24
2025
Q1 		$11.1M Sell
65,851
-6,699
-9% -$1.17M 0.77% 44
2024
Q4 		$13.4M Buy
72,550
+1,248
+2% +$233K 0.82% 31
2024
Q3 		$12.7M Sell
71,302
-1,293
-2% -$220K 0.76% 52
2024
Q2 		$11.3M Sell
72,595
-539
-0.7% -$85.8K 0.69% 87
2024
Q1 		$12.2M Buy
73,134
+10,225
+16% +$1.59M 0.73% 75
2023
Q4 		$9.53M Buy
62,909
+8,320
+15% +$1.12M 0.66% 78
2023
Q3 		$7.12M Buy
54,589
+4,242
+8% +$593K 0.58% 84
2023
Q2 		$7.55M Sell
50,347
-1,616
-3% -$231K 0.63% 67
2023
Q1 		$7.4M Buy
+51,963
New +$8.21M 0.61% 73

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

Cambria Investment Management's AMG Position: Q1 2026 in Review

Cambria Investment Management reduced its Affiliated Managers Group (AMG) stake by 49% in Q1 2026, selling an estimated $229K and leaving 776 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #621.

Cambria Investment Management first reported a position in AMG in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.4M in Q4 2024. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Cambria Investment Management held 776 shares of Affiliated Managers Group worth $215K as of Q1 2026.
  • Cambria Investment Management sold 759 Affiliated Managers Group shares in Q1 2026, an estimated $229K.
  • Affiliated Managers Group made up 0.01% of Cambria Investment Management's portfolio in Q1 2026, its #621 holding.
  • Cambria Investment Management first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 13 quarters since.
  • Cambria Investment Management's Affiliated Managers Group position peaked at $13.4M in Q4 2024.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.