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 Q3	$1.1K	Sell	3 -1	-25%	-$363	﹤0.01%	2646
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	–	1642
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

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

CoreCap Advisors's AMG Position: Q3 2026 in Review

CoreCap Advisors reduced its Affiliated Managers Group (AMG) stake by 25% in Q3 2026, selling an estimated $363 and leaving 3 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

CoreCap Advisors first reported a position in AMG in Q4 2021 and has held it in 8 quarters since. The position peaked at $21.3K in Q1 2024. 95 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

CoreCap Advisors held 3 shares of Affiliated Managers Group worth $1.1K as of Q3 2026.
CoreCap Advisors sold 1 Affiliated Managers Group share in Q3 2026, an estimated $363.
Affiliated Managers Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2646 holding.
CoreCap Advisors first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 8 quarters since.
CoreCap Advisors's Affiliated Managers Group position peaked at $21.3K in Q1 2024.
95 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.