Capital Fund Management (CFM)
AMG icon

Capital Fund Management (CFM)’s Affiliated Managers Group AMG Stock Holding History

Capital Fund Management (CFM)’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 		$10.4M Buy
+30,813
New +$9.56M 0.05% 570
2026
Q1 		– Sell
-10,926
Closed -$3.15M – 2035
2025
Q4 		$3.15M Buy
+10,926
New +$2.82M 0.01% 1453
2024
Q1 		– Sell
-13,433
Closed -$2.03M – 1959
2023
Q4 		$2.03M Buy
+13,433
New +$1.8M 0.01% 1525
2020
Q2 		– Sell
-5,005
Closed -$296K – 1008
2020
Q1 		$296K Buy
+5,005
New +$375K ﹤0.01% 1233
2018
Q4 		– Sell
-26,711
Closed -$3.02M – 1818
2018
Q3 		$3.65M Sell
26,711
-2,600
-9% -$384K 0.02% 887
2018
Q2 		$4.36M Buy
+29,311
New +$4.83M 0.02% 786
2018
Q1 		– Sell
-1,289
Closed -$251K – 1809
2017
Q4 		$265K Buy
+1,289
New +$250K ﹤0.01% 1660
2017
Q1 		– Sell
-4,300
Closed -$625K – 1437
2016
Q4 		$625K Buy
+4,300
New +$624K 0.01% 1182
2016
Q1 		– Sell
-25,886
Closed -$4.14M – 1492
2015
Q4 		$4.14M Buy
25,886
+22,804
+740% +$3.92M 0.04% 490
2015
Q3 		$527K Buy
+3,082
New +$606K 0.01% 1018
2014
Q4 		– Sell
-1,049
Closed -$210K – 1561
2014
Q3 		$210K Sell
1,049
-58
-5% -$11.8K ﹤0.01% 1441
2014
Q2 		$227K Buy
+1,107
New +$214K ﹤0.01% 1534
2013
Q3 		– Sell
-4,772
Closed -$782K – 1546
2013
Q2 		$782K Buy
+4,772
New +$755K 0.01% 864

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 $3.38T AUM 44.17% 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 Fund Management (CFM)'s AMG Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 30,813 shares worth $10.4M. The stake represents 0.05% of the portfolio and ranks #570 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in AMG as recently as Q4 2025.

Capital Fund Management (CFM) first reported a position in AMG in Q2 2013 and has held it in 13 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Capital Fund Management (CFM) held 30,813 shares of Affiliated Managers Group worth $10.4M as of Q2 2026.
  • Affiliated Managers Group was a new Capital Fund Management (CFM) position in Q2 2026.
  • Affiliated Managers Group made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #570 holding.
  • Capital Fund Management (CFM) first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 13 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.