Commonwealth Equity Services’s Affiliated Managers Group AMG Stock Holding History

Commonwealth Equity Services’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	$568K	Buy	1,680 +48	+3%	+$14.9K	﹤0.01%	3210
2026 Q1	$452K	Sell	1,632 -32	-2%	-$9.64K	﹤0.01%	3297
2025 Q4	$480K	Buy	1,664 +606	+57%	+$157K	﹤0.01%	3206
2025 Q3	$252K	Sell	1,058 -23	-2%	-$5.07K	﹤0.01%	3778
2025 Q2	$213K	Buy	+1,081	New	+$188K	﹤0.01%	3871
2021 Q4	–	Sell	-5,321	Closed	-$804K	–	3647
2021 Q3	$804K	Buy	+5,321	New	+$871K	﹤0.01%	2094
2018 Q3	–	Sell	-1,452	Closed	-$216K	–	2790
2018 Q2	$216K	Sell	1,452 -185	-11%	-$30.5K	﹤0.01%	2396
2018 Q1	$310K	Sell	1,637 -2,607	-61%	-$508K	﹤0.01%	2043
2017 Q4	$871K	Buy	+4,244	New	+$822K	﹤0.01%	1309
2017 Q2	–	Sell	-2,491	Closed	-$408K	–	2520
2017 Q1	$408K	Sell	2,491 -354	-12%	-$56K	﹤0.01%	1641
2016 Q4	$413K	Buy	2,845 +331	+13%	+$48.1K	﹤0.01%	1525
2016 Q3	$364K	Buy	+2,514	New	+$360K	﹤0.01%	1580
2016 Q2	–	Sell	-2,762	Closed	-$449K	–	2243
2016 Q1	$449K	Buy	+2,762	New	+$385K	﹤0.01%	1383

Other funds holding AMG

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services's AMG Position: Q2 2026 in Review

Commonwealth Equity Services increased its Affiliated Managers Group (AMG) stake by 2.9% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,680 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

Commonwealth Equity Services first reported a position in AMG in Q1 2016 and has held it in 13 quarters since. The position peaked at $871K in Q4 2017. 164 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Commonwealth Equity Services held 1,680 shares of Affiliated Managers Group worth $568K as of Q2 2026.
Commonwealth Equity Services bought 48 Affiliated Managers Group shares in Q2 2026, an estimated $14.9K.
Affiliated Managers Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3210 holding.
Commonwealth Equity Services first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 13 quarters since.
Commonwealth Equity Services's Affiliated Managers Group position peaked at $871K in Q4 2017.
164 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.