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Cape Investment Advisory’s Affiliated Managers Group AMG Stock Holding History

Cape Investment Advisory’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 		– Sell
-5
Closed -$1.44K – 264
2025
Q4 		$1.44K Buy
+5
New +$1.29K ﹤0.01% 1150

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's AMG Position: Q1 2026 in Review

Cape Investment Advisory sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 5 shares — an estimated $1.44K sold.

Cape Investment Advisory first reported a position in AMG in Q4 2025 and held it in 1 quarter. The position peaked at $1.44K in Q4 2025. 548 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Cape Investment Advisory reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 5 Affiliated Managers Group shares in Q1 2026, an estimated $1.44K.
  • Cape Investment Advisory first reported a position in Affiliated Managers Group in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Affiliated Managers Group position peaked at $1.44K in Q4 2025.
  • 548 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

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