CAL
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Capital Advisors Ltd’s Affiliated Managers Group AMG Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
1
– – ﹤0.01% 1344
2026
Q1 		$0 Hold
1
– – ﹤0.01% 1342
2025
Q4 		$0 Hold
1
– – ﹤0.01% 1327
2025
Q3 		$0 Hold
1
– – ﹤0.01% 1333
2025
Q2 		$0 Buy
+1
New +$173 ﹤0.01% 1317
2022
Q3 		– Sell
-7
Closed -$1K – 1219
2022
Q2 		$1K Buy
+7
New +$901 ﹤0.01% 713

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

Capital Advisors Ltd's AMG Position: Q2 2026 in Review

Capital Advisors Ltd held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Capital Advisors Ltd first reported a position in AMG in Q2 2022 and has held it in 6 quarters since. The position peaked at $1K in Q2 2022. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Capital Advisors Ltd held 1 share of Affiliated Managers Group worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1344 holding.
  • Capital Advisors Ltd first reported a position in Affiliated Managers Group in Q2 2022 and has held it in 6 quarters since.
  • Capital Advisors Ltd's Affiliated Managers Group position peaked at $1K in Q2 2022.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.