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	-5,700	Closed	-$475K	–	1801
2019 Q3	$475K	Buy	+5,700	New	+$476K	﹤0.01%	1278
2019 Q1	–	Sell	-3,100	Closed	-$302K	–	1644
2018 Q4	$302K	Sell	3,100 -5,200	-63%	-$587K	﹤0.01%	1598
2018 Q3	$1.14M	Buy	8,300 +5,900	+246%	+$871K	0.01%	1326
2018 Q2	$357K	Sell	2,400 -1,500	-38%	-$247K	﹤0.01%	1727
2018 Q1	$739K	Buy	+3,900	New	+$760K	﹤0.01%	1332
2017 Q1	–	Sell	-1,500	Closed	-$218K	–	1438
2016 Q4	$218K	Buy	+1,500	New	+$218K	﹤0.01%	1546

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.