Citadel Investment Advisory’s Affiliated Managers Group AMG Stock Holding History

Citadel Investment Advisory’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	$2.18M	Hold	6,452	–	–	0.99%	20
2026 Q1	$1.78M	Hold	6,452	–	–	0.85%	26
2025 Q4	$1.86M	Buy	6,452 +20	+0.3%	+$5.17K	0.8%	28
2025 Q3	$1.53M	Sell	6,432 -17	-0.3%	-$3.75K	0.7%	28
2025 Q2	$1.27M	Buy	6,449 +510	+9%	+$88.5K	0.61%	32
2025 Q1	$998K	Buy	5,939 +50	+0.8%	+$8.72K	0.49%	34
2024 Q4	$1.09M	Hold	5,889	–	–	0.56%	36
2024 Q3	$1.05M	Sell	5,889 -150	-2%	-$25.5K	0.55%	34
2024 Q2	$943K	Hold	6,039	–	–	0.54%	37
2024 Q1	$1.01M	Hold	6,039	–	–	0.57%	35
2023 Q4	$914K	Hold	6,039	–	–	0.56%	36
2023 Q3	$787K	Buy	+6,039	New	+$845K	0.52%	40

Other funds holding AMG

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citadel Investment Advisory's AMG Position: Q2 2026 in Review

Citadel Investment Advisory held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 6,452 shares worth $2.18M. The position accounts for 0.99% of the portfolio, ranked #20.

Citadel Investment Advisory first reported a position in AMG in Q3 2023 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Citadel Investment Advisory held 6,452 shares of Affiliated Managers Group worth $2.18M as of Q2 2026.
Citadel Investment Advisory left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up 0.99% of Citadel Investment Advisory's portfolio in Q2 2026, its #20 holding.
Citadel Investment Advisory first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 12 quarters since.
201 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.