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Catalyst Funds Management’s Affiliated Managers Group AMG Stock Holding History

Catalyst Funds Management’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 		$413K Buy
+1,220
New +$378K 0.02% 435
2024
Q4 		– Sell
-600
Closed -$107K – 349
2024
Q3 		$107K Hold
600
– – 0.02% 483
2024
Q2 		$93.7K Buy
+600
New +$95.5K 0.03% 306

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 $3.37T AUM 44.26% 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

Catalyst Funds Management's AMG Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 1,220 shares worth $413K. The stake represents 0.02% of the portfolio and ranks #435 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in AMG as recently as Q3 2024.

Catalyst Funds Management first reported a position in AMG in Q2 2024 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Catalyst Funds Management held 1,220 shares of Affiliated Managers Group worth $413K as of Q2 2026.
  • Affiliated Managers Group was a new Catalyst Funds Management position in Q2 2026.
  • Affiliated Managers Group made up 0.02% of Catalyst Funds Management's portfolio in Q2 2026, its #435 holding.
  • Catalyst Funds Management first reported a position in Affiliated Managers Group in Q2 2024 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.