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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
Q2 		$263K Hold
776
– – 0.01% 669
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 $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 $3.37T AUM 44.26% 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

Cambria Investment Management's AMG Position: Q2 2026 in Review

Cambria Investment Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 776 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #669.

Cambria Investment Management first reported a position in AMG in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.4M in Q4 2024. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Cambria Investment Management held 776 shares of Affiliated Managers Group worth $263K as of Q2 2026.
  • Cambria Investment Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up 0.01% of Cambria Investment Management's portfolio in Q2 2026, its #669 holding.
  • Cambria Investment Management first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 14 quarters since.
  • Cambria Investment Management's Affiliated Managers Group position peaked at $13.4M in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.