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CSM Advisors’s Affiliated Managers Group AMG Stock Holding History

CSM 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 		$1.29M Buy
3,805
+369
+11% +$114K 0.03% 327
2026
Q1 		$950K Buy
3,436
+249
+8% +$75K 0.02% 336
2025
Q4 		$919K Buy
3,187
+479
+18% +$124K 0.03% 332
2025
Q3 		$646K Sell
2,708
-1,350
-33% -$298K 0.02% 361
2025
Q2 		$798K Buy
+4,058
New +$704K 0.02% 313

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

CSM Advisors's AMG Position: Q2 2026 in Review

CSM Advisors increased its Affiliated Managers Group (AMG) stake by 11% in Q2 2026, buying an estimated $114K and bringing the position to 3,805 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #327.

CSM Advisors first reported a position in AMG in Q2 2025 and has held it in 5 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • CSM Advisors held 3,805 shares of Affiliated Managers Group worth $1.29M as of Q2 2026.
  • CSM Advisors bought 369 Affiliated Managers Group shares in Q2 2026, an estimated $114K.
  • Affiliated Managers Group made up 0.03% of CSM Advisors's portfolio in Q2 2026, its #327 holding.
  • CSM Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 5 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.