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

Convergence Investment Partners’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 		– Sell
-11,152
Closed -$3.09M – 245
2026
Q1 		$3.09M Buy
11,152
+4,086
+58% +$1.23M 0.51% 59
2025
Q4 		$2.04M Buy
+7,066
New +$1.83M 0.41% 78
2024
Q4 		– Sell
-9,530
Closed -$1.69M – 255
2024
Q3 		$1.69M Buy
9,530
+859
+10% +$146K 0.46% 64
2024
Q2 		$1.35M Buy
8,671
+4,688
+118% +$746K 0.4% 72
2024
Q1 		$667K Buy
3,983
+1,927
+94% +$300K 0.26% 110
2023
Q4 		$311K Buy
+2,056
New +$276K 0.16% 133
2020
Q3 		– Sell
-13,734
Closed -$1.02M – 231
2020
Q2 		$1.02M Buy
+13,734
New +$928K 0.35% 97
2018
Q2 		– Sell
-37
Closed -$7K – 331
2018
Q1 		$7K Buy
+37
New +$7.21K ﹤0.01% 752

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

Convergence Investment Partners's AMG Position: Q2 2026 in Review

Convergence Investment Partners sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 11,152 shares — an estimated $3.09M sold.

Convergence Investment Partners first reported a position in AMG in Q1 2018 and held it in 8 quarters. The position peaked at $3.09M in Q1 2026. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Convergence Investment Partners reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 11,152 Affiliated Managers Group shares in Q2 2026, an estimated $3.09M.
  • Convergence Investment Partners first reported a position in Affiliated Managers Group in Q1 2018 and held it in 8 quarters.
  • Convergence Investment Partners's Affiliated Managers Group position peaked at $3.09M in Q1 2026.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.