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

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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. 80 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.
  • 80 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.