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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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.