CCA
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Checchi Capital Advisers’s Affiliated Managers Group AMG Stock Holding History

Checchi Capital Advisers’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 		$372K Sell
1,099
-11
-1% -$3.41K 0.02% 428
2026
Q1 		$307K Buy
1,110
+29
+3% +$8.74K 0.02% 464
2025
Q4 		$312K Hold
1,081
– – 0.02% 425
2025
Q3 		$258K Buy
1,081
+25
+2% +$5.51K 0.01% 477
2025
Q2 		$208K Buy
+1,056
New +$183K 0.01% 551
2016
Q3 		– Sell
-390
Closed -$55K – 432
2016
Q2 		$55K Buy
390
+23
+6% +$3.77K 0.01% 793
2016
Q1 		$60K Buy
+367
New +$51.2K 0.01% 769

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 $3.38T AUM 44.17% 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

Checchi Capital Advisers's AMG Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Affiliated Managers Group (AMG) stake by 0.99% in Q2 2026, selling an estimated $3.41K and leaving 1,099 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #428.

Checchi Capital Advisers first reported a position in AMG in Q1 2016 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Checchi Capital Advisers held 1,099 shares of Affiliated Managers Group worth $372K as of Q2 2026.
  • Checchi Capital Advisers sold 11 Affiliated Managers Group shares in Q2 2026, an estimated $3.41K.
  • Affiliated Managers Group made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #428 holding.
  • Checchi Capital Advisers first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.