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Crossmark Global Holdings’s Affiliated Managers Group AMG Stock Holding History

Crossmark Global 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
Q2 		$4.95M Sell
14,613
-2,374
-14% -$736K 0.06% 266
2026
Q1 		$4.7M Buy
16,987
+10,860
+177% +$3.27M 0.07% 265
2025
Q4 		$1.77M Buy
+6,127
New +$1.58M 0.03% 460
2025
Q1 		– Sell
-1,843
Closed -$341K – 1312
2024
Q4 		$341K Sell
1,843
-977
-35% -$182K 0.01% 995
2024
Q3 		$502K Buy
2,820
+912
+48% +$155K 0.01% 865
2024
Q2 		$298K Sell
1,908
-1,627
-46% -$259K 0.01% 1071
2024
Q1 		$592K Buy
3,535
+1,251
+55% +$194K 0.01% 788
2023
Q4 		$346K Sell
2,284
-263
-10% -$35.3K 0.01% 999
2023
Q3 		$333K Sell
2,547
-171
-6% -$23.9K 0.01% 967
2023
Q2 		$376K Sell
2,718
-606
-18% -$86.7K 0.01% 961
2023
Q1 		$474K Sell
3,324
-412
-11% -$65.1K 0.01% 853
2022
Q4 		$592K Buy
3,736
+647
+21% +$91.5K 0.01% 720
2022
Q3 		$346K Sell
3,089
-103
-3% -$12.9K 0.01% 930
2022
Q2 		$372K Sell
3,192
-180
-5% -$23.2K 0.01% 943
2022
Q1 		$476K Sell
3,372
-790
-19% -$114K 0.01% 920
2021
Q4 		$685K Buy
4,162
+500
+14% +$83.8K 0.01% 778
2021
Q3 		$553K Buy
3,662
+310
+9% +$50.8K 0.01% 876
2021
Q2 		$517K Sell
3,352
-180
-5% -$28.7K 0.01% 910
2021
Q1 		$526K Buy
3,532
+230
+7% +$30.1K 0.01% 877
2020
Q4 		$336K Sell
3,302
-146
-4% -$12.6K 0.01% 1035
2020
Q3 		$236K Sell
3,448
-494
-13% -$34.5K 0.01% 1153
2020
Q2 		$294K Sell
3,942
-50
-1% -$3.38K 0.01% 1023
2020
Q1 		$236K Sell
3,992
-647
-14% -$48.5K 0.01% 977
2019
Q4 		$393K Sell
4,639
-3,846
-45% -$315K 0.01% 952
2019
Q3 		$707K Buy
8,485
+567
+7% +$47.4K 0.02% 647
2019
Q2 		$730K Buy
7,918
+1,051
+15% +$103K 0.02% 650
2019
Q1 		$736K Buy
6,867
+114
+2% +$12.1K 0.02% 643
2018
Q4 		$658K Buy
6,753
+3,244
+92% +$366K 0.02% 648
2018
Q3 		$480K Sell
3,509
-492
-12% -$72.7K 0.01% 978
2018
Q2 		$595K Buy
4,001
+11
+0.3% +$1.81K 0.02% 840
2018
Q1 		$756K Sell
3,990
-13
-0.3% -$2.53K 0.02% 703
2017
Q4 		$822K Buy
4,003
+222
+6% +$43K 0.02% 717
2017
Q3 		$718K Buy
+3,781
New +$673K 0.02% 758
2016
Q3 		$718K Buy
+3,781
New +$541K 0.02% 758

Other funds holding AMG

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crossmark Global Holdings's AMG Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Affiliated Managers Group (AMG) stake by 14% in Q2 2026, selling an estimated $736K and leaving 14,613 shares worth $4.95M. The position accounts for 0.06% of the portfolio, ranked #266.

Crossmark Global Holdings first reported a position in AMG in Q3 2016 and has held it in 34 quarters since. 84 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Crossmark Global Holdings held 14,613 shares of Affiliated Managers Group worth $4.95M as of Q2 2026.
  • Crossmark Global Holdings sold 2,374 Affiliated Managers Group shares in Q2 2026, an estimated $736K.
  • Affiliated Managers Group made up 0.06% of Crossmark Global Holdings's portfolio in Q2 2026, its #266 holding.
  • Crossmark Global Holdings first reported a position in Affiliated Managers Group in Q3 2016 and has held it in 34 quarters since.
  • 84 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.