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Cresset Asset Management’s Affiliated Managers Group AMG Stock Holding History

Cresset Asset Management’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 		$1.04M Sell
3,074
-167
-5% -$51.8K ﹤0.01% 893
2026
Q1 		$897K Buy
3,241
+155
+5% +$46.7K ﹤0.01% 827
2025
Q4 		$890K Sell
3,086
-41
-1% -$10.6K ﹤0.01% 829
2025
Q3 		$746K Buy
3,127
+14
+0.4% +$3.09K ﹤0.01% 861
2025
Q2 		$613K Sell
3,113
-119
-4% -$20.6K ﹤0.01% 846
2025
Q1 		$543K Sell
3,232
-690
-18% -$120K ﹤0.01% 1025
2024
Q4 		$725K Sell
3,922
-6,260
-61% -$1.17M ﹤0.01% 922
2024
Q3 		$1.81M Buy
10,182
+2,139
+27% +$363K 0.01% 863
2024
Q2 		$1.26M Sell
8,043
-25
-0.3% -$3.98K 0.01% 949
2024
Q1 		$1.35M Buy
8,068
+2,600
+48% +$404K 0.01% 844
2023
Q4 		$828K Buy
5,468
+238
+5% +$32K ﹤0.01% 977
2023
Q3 		$682K Sell
5,230
-30
-0.6% -$4.2K ﹤0.01% 1025
2023
Q2 		$788K Buy
5,260
+2,219
+73% +$318K ﹤0.01% 1054
2023
Q1 		$433K Buy
+3,041
New +$480K 0.01% 523
2022
Q4 		– Sell
-3,008
Closed -$337K – 745
2022
Q3 		$337K Hold
3,008
– – ﹤0.01% 634
2022
Q2 		$351K Buy
+3,008
New +$387K ﹤0.01% 664
2019
Q2 		– Sell
-299
Closed -$32K – 530
2019
Q1 		$32K Buy
299
+13
+5% +$1.38K ﹤0.01% 906
2018
Q4 		$28K Buy
+286
New +$32.3K ﹤0.01% 641

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

Cresset Asset Management's AMG Position: Q2 2026 in Review

Cresset Asset Management reduced its Affiliated Managers Group (AMG) stake by 5.2% in Q2 2026, selling an estimated $51.8K and leaving 3,074 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Cresset Asset Management first reported a position in AMG in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.81M in Q3 2024. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Cresset Asset Management held 3,074 shares of Affiliated Managers Group worth $1.04M as of Q2 2026.
  • Cresset Asset Management sold 167 Affiliated Managers Group shares in Q2 2026, an estimated $51.8K.
  • Affiliated Managers Group made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #893 holding.
  • Cresset Asset Management first reported a position in Affiliated Managers Group in Q4 2018 and has held it in 18 quarters since.
  • Cresset Asset Management's Affiliated Managers Group position peaked at $1.81M in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.