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Chicago Partners Investment Group’s Affiliated Managers Group AMG Stock Holding History

Chicago Partners Investment Group’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 		$403K Buy
1,158
+12
+1% +$3.72K 0.01% 1113
2026
Q1 		$345K Buy
1,146
+178
+18% +$53.6K 0.01% 1071
2025
Q4 		$310K Buy
968
+4
+0.4% +$1.03K 0.01% 1015
2025
Q3 		$232K Buy
+964
New +$212K 0.01% 1093
2018
Q4 		– Sell
-110
Closed -$12K – 339
2018
Q3 		$12K Hold
110
– – ﹤0.01% 771
2018
Q2 		$16K Buy
110
+60
+120% +$9.89K ﹤0.01% 701
2018
Q1 		$9K Hold
50
– – ﹤0.01% 782
2017
Q4 		$10K Hold
50
– – ﹤0.01% 737
2017
Q3 		$9K Buy
+50
New +$8.89K ﹤0.01% 789
2016
Q1 		– Sell
-20
Closed -$3K – 435
2015
Q4 		$3K Buy
+20
New +$3.44K ﹤0.01% 461
2015
Q1 		– Sell
-17
Closed -$4K – 483
2014
Q4 		$4K Buy
+17
New +$3.38K ﹤0.01% 466

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

Chicago Partners Investment Group's AMG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Affiliated Managers Group (AMG) stake by 1% in Q2 2026, buying an estimated $3.72K and bringing the position to 1,158 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1113.

Chicago Partners Investment Group first reported a position in AMG in Q4 2014 and has held it in 11 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Chicago Partners Investment Group held 1,158 shares of Affiliated Managers Group worth $403K as of Q2 2026.
  • Chicago Partners Investment Group bought 12 Affiliated Managers Group shares in Q2 2026, an estimated $3.72K.
  • Affiliated Managers Group made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1113 holding.
  • Chicago Partners Investment Group first reported a position in Affiliated Managers Group in Q4 2014 and has held it in 11 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.