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
2019 Q4	–	Sell	-8,400	Closed	-$700K	–	1800
2019 Q3	$700K	Buy	+8,400	New	+$702K	0.01%	1133
2019 Q2	–	Sell	-3,000	Closed	-$321K	–	1572
2019 Q1	$321K	Sell	3,000 -4,400	-59%	-$467K	﹤0.01%	1423
2018 Q4	$721K	Sell	7,400 -5,900	-44%	-$666K	0.01%	1224
2018 Q3	$1.82M	Buy	+13,300	New	+$1.96M	0.01%	1157
2018 Q2	–	Sell	-4,100	Closed	-$777K	–	1951
2018 Q1	$777K	Buy	4,100 +3,000	+273%	+$584K	﹤0.01%	1315
2017 Q4	$226K	Buy	+1,100	New	+$213K	﹤0.01%	1705

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s AMG Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 10,926 shares — an estimated $3.15M sold.

Capital Fund Management (CFM) first reported a position in AMG in Q2 2013 and held it in 12 quarters. The position peaked at $4.36M in Q2 2018. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

Capital Fund Management (CFM) reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
Capital Fund Management (CFM) sold 10,926 Affiliated Managers Group shares in Q1 2026, an estimated $3.15M.
Capital Fund Management (CFM) first reported a position in Affiliated Managers Group in Q2 2013 and held it in 12 quarters.
Capital Fund Management (CFM)'s Affiliated Managers Group position peaked at $4.36M in Q2 2018.
544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.