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	–	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CoreCap Advisors's AMG Position: Q2 2026 in Review

CoreCap Advisors held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 4 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

CoreCap Advisors first reported a position in AMG in Q4 2021 and has held it in 7 quarters since. The position peaked at $21.3K in Q1 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

CoreCap Advisors held 4 shares of Affiliated Managers Group worth $1.35K as of Q2 2026.
CoreCap Advisors left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2630 holding.
CoreCap Advisors first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 7 quarters since.
CoreCap Advisors's Affiliated Managers Group position peaked at $21.3K in Q1 2024.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.