Carrera Capital Advisors’s Affiliated Managers Group AMG Stock Holding History

Carrera Capital Advisors’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	$3.1M	Sell	9,156 -13	-0.1%	-$4.03K	0.46%	42
2026 Q1	$2.54M	Sell	9,169 -8,404	-48%	-$2.53M	0.39%	51
2025 Q4	$5.07M	Sell	17,573 -441	-2%	-$114K	0.85%	26
2025 Q3	$4.3M	Buy	+18,014	New	+$3.97M	0.77%	27
2025 Q2	–	Sell	-6,756	Closed	-$1.14M	–	145
2025 Q1	$1.14M	Buy	6,756 +809	+14%	+$141K	0.25%	75
2024 Q4	$1.1M	Buy	+5,947	New	+$1.11M	0.26%	67

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 $3.37T AUM 44.26% 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

Carrera Capital Advisors's AMG Position: Q2 2026 in Review

Carrera Capital Advisors reduced its Affiliated Managers Group (AMG) stake by 0.14% in Q2 2026, selling an estimated $4.03K and leaving 9,156 shares worth $3.1M. The position accounts for 0.46% of the portfolio, ranked #42.

Carrera Capital Advisors first reported a position in AMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.07M in Q4 2025. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Carrera Capital Advisors held 9,156 shares of Affiliated Managers Group worth $3.1M as of Q2 2026.
Carrera Capital Advisors sold 13 Affiliated Managers Group shares in Q2 2026, an estimated $4.03K.
Affiliated Managers Group made up 0.46% of Carrera Capital Advisors's portfolio in Q2 2026, its #42 holding.
Carrera Capital Advisors first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 6 quarters since.
Carrera Capital Advisors's Affiliated Managers Group position peaked at $5.07M in Q4 2025.
564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.