CH
AMG icon

Cromwell Holdings’s Affiliated Managers Group AMG Stock Holding History

Cromwell Holdings’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 		$4.02K Buy
11
+6
+120% +$2.18K ﹤0.01% 744
2026
Q2 		$1.69K Hold
5
– – ﹤0.01% 883
2026
Q1 		$1.38K Hold
5
– – ﹤0.01% 785
2025
Q4 		$1.44K Hold
5
– – ﹤0.01% 749
2025
Q3 		$1.19K Hold
5
– – ﹤0.01% 803
2025
Q2 		$984 Buy
+5
New +$867 ﹤0.01% 818

Other funds holding AMG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cromwell Holdings's AMG Position: Q3 2026 in Review

Cromwell Holdings increased its Affiliated Managers Group (AMG) stake by 120% in Q3 2026, buying an estimated $2.18K and bringing the position to 11 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Cromwell Holdings first reported a position in AMG in Q2 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Cromwell Holdings held 11 shares of Affiliated Managers Group worth $4.02K as of Q3 2026.
  • Cromwell Holdings bought 6 Affiliated Managers Group shares in Q3 2026, an estimated $2.18K.
  • Affiliated Managers Group made up ﹤0.01% of Cromwell Holdings's portfolio in Q3 2026, its #744 holding.
  • Cromwell Holdings first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.