CFG
AMG icon

Cooper Financial Group’s Affiliated Managers Group AMG Stock Holding History

Cooper Financial 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 		$217K Sell
642
-186
-22% -$57.7K 0.02% 421
2026
Q1 		$229K Sell
828
-76
-8% -$22.9K 0.02% 383
2025
Q4 		$261K Sell
904
-47
-5% -$12.1K 0.03% 323
2025
Q3 		$227K Buy
+951
New +$210K 0.03% 355

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

Cooper Financial Group's AMG Position: Q2 2026 in Review

Cooper Financial Group reduced its Affiliated Managers Group (AMG) stake by 22% in Q2 2026, selling an estimated $57.7K and leaving 642 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #421.

Cooper Financial Group first reported a position in AMG in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q4 2025. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Cooper Financial Group held 642 shares of Affiliated Managers Group worth $217K as of Q2 2026.
  • Cooper Financial Group sold 186 Affiliated Managers Group shares in Q2 2026, an estimated $57.7K.
  • Affiliated Managers Group made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #421 holding.
  • Cooper Financial Group first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 4 quarters since.
  • Cooper Financial Group's Affiliated Managers Group position peaked at $261K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.