CoreCap Advisors’s Affiliated Managers Group AMG Stock Holding History

CoreCap Advisors’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	$1.35K	Hold	4	–	–	﹤0.01%	2630
2026 Q1	$1.11K	Hold	4	–	–	﹤0.01%	2521
2025 Q4	$1.15K	Hold	4	–	–	﹤0.01%	2574
2025 Q3	$954	Hold	4	–	–	﹤0.01%	2491
2025 Q2	$787	Buy	+4	New	+$694	﹤0.01%	2454
2024 Q2	–	Sell	-127	Closed	-$21.3K	–	1643
2024 Q1	$21.3K	Buy	+127	New	+$19.7K	﹤0.01%	1456
2022 Q1	–	Sell	-30	Closed	-$5K	–	603
2021 Q4	$5K	Buy	+30	New	+$5.03K	﹤0.01%	1732

Other funds holding AMG

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return