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Choreo LLC’s Affiliated Managers Group AMG Stock Holding History

Choreo LLC’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 		$358K Buy
+1,057
New +$328K ﹤0.01% 1208
2026
Q1 		– Sell
-1,137
Closed -$330K – 1616
2025
Q4 		$330K Buy
1,137
+16
+1% +$4.13K ﹤0.01% 1165
2025
Q3 		$267K Sell
1,121
-152
-12% -$33.5K ﹤0.01% 1297
2025
Q2 		$250K Buy
+1,273
New +$221K ﹤0.01% 1287
2025
Q1 		– Sell
-1,552
Closed -$288K – 1450
2024
Q4 		$288K Sell
1,552
-773
-33% -$144K ﹤0.01% 1209
2024
Q3 		$409K Buy
+2,325
New +$395K 0.01% 1013

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

Choreo LLC's AMG Position: Q2 2026 in Review

Choreo LLC opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 1,057 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #1208 among its holdings. This is a return to the name: Choreo LLC previously reported a position in AMG as recently as Q4 2025.

Choreo LLC first reported a position in AMG in Q3 2024 and has held it in 6 quarters since. The position peaked at $409K in Q3 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Choreo LLC held 1,057 shares of Affiliated Managers Group worth $358K as of Q2 2026.
  • Affiliated Managers Group was a new Choreo LLC position in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1208 holding.
  • Choreo LLC first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 6 quarters since.
  • Choreo LLC's Affiliated Managers Group position peaked at $409K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.