Chase Investment Counsel’s Affiliated Managers Group AMG Stock Holding History

Chase Investment Counsel’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	$8.78M	Buy	25,935 +7,557	+41%	+$2.34M	1.85%	21
2026 Q1	$5.08M	Buy	18,378 +1,163	+7%	+$350K	1.34%	27
2025 Q4	$4.96M	Buy	+17,215	New	+$4.45M	1.39%	27
2014 Q1	–	Sell	-9,620	Closed	-$2.09M	–	104
2013 Q4	$2.09M	Sell	9,620 -90	-0.9%	-$18K	0.62%	46
2013 Q3	$1.77M	Buy	9,710 +110	+1%	+$19.5K	0.45%	49
2013 Q2	$1.57M	Buy	+9,600	New	+$1.52M	0.42%	56

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

Chase Investment Counsel's AMG Position: Q2 2026 in Review

Chase Investment Counsel increased its Affiliated Managers Group (AMG) stake by 41% in Q2 2026, buying an estimated $2.34M and bringing the position to 25,935 shares worth $8.78M. The position accounts for 1.85% of the portfolio, ranked #21.

Chase Investment Counsel first reported a position in AMG in Q2 2013 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Chase Investment Counsel held 25,935 shares of Affiliated Managers Group worth $8.78M as of Q2 2026.
Chase Investment Counsel bought 7,557 Affiliated Managers Group shares in Q2 2026, an estimated $2.34M.
Affiliated Managers Group made up 1.85% of Chase Investment Counsel's portfolio in Q2 2026, its #21 holding.
Chase Investment Counsel first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 6 quarters since.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.