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Custom Index Systems’s Affiliated Managers Group AMG Stock Holding History

Custom Index Systems’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 		$717K Sell
2,119
-19
-0.9% -$5.89K 0.26% 101
2026
Q1 		$592K Sell
2,138
-107
-5% -$32.2K 0.26% 109
2025
Q4 		$647K Sell
2,245
-1,364
-38% -$353K 0.29% 104
2025
Q3 		$860K Buy
3,609
+1,259
+54% +$277K 0.26% 107
2025
Q2 		$462K Sell
2,350
-99
-4% -$17.2K 0.22% 148
2025
Q1 		$412K Sell
2,449
-2,491
-50% -$434K 0.21% 154
2024
Q4 		$914K Sell
4,940
-256
-5% -$47.8K 0.49% 57
2024
Q3 		$924K Buy
5,196
+2,307
+80% +$392K 0.5% 60
2024
Q2 		$451K Sell
2,889
-148
-5% -$23.6K 0.26% 104
2024
Q1 		$509K Buy
+3,037
New +$472K 0.29% 84

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

Custom Index Systems's AMG Position: Q2 2026 in Review

Custom Index Systems reduced its Affiliated Managers Group (AMG) stake by 0.89% in Q2 2026, selling an estimated $5.89K and leaving 2,119 shares worth $717K. The position accounts for 0.26% of the portfolio, ranked #101.

Custom Index Systems first reported a position in AMG in Q1 2024 and has held it in 10 quarters since. The position peaked at $924K in Q3 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Custom Index Systems held 2,119 shares of Affiliated Managers Group worth $717K as of Q2 2026.
  • Custom Index Systems sold 19 Affiliated Managers Group shares in Q2 2026, an estimated $5.89K.
  • Affiliated Managers Group made up 0.26% of Custom Index Systems's portfolio in Q2 2026, its #101 holding.
  • Custom Index Systems first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 10 quarters since.
  • Custom Index Systems's Affiliated Managers Group position peaked at $924K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.