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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Custom Index Systems's AMG Position: Q1 2026 in Review

Custom Index Systems reduced its Affiliated Managers Group (AMG) stake by 4.8% in Q1 2026, selling an estimated $32.2K and leaving 2,138 shares worth $592K. The position accounts for 0.26% of the portfolio, ranked #109.

Custom Index Systems first reported a position in AMG in Q1 2024 and has held it in 9 quarters since. The position peaked at $924K in Q3 2024. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

Custom Index Systems held 2,138 shares of Affiliated Managers Group worth $592K as of Q1 2026.
Custom Index Systems sold 107 Affiliated Managers Group shares in Q1 2026, an estimated $32.2K.
Affiliated Managers Group made up 0.26% of Custom Index Systems's portfolio in Q1 2026, its #109 holding.
Custom Index Systems first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 9 quarters since.
Custom Index Systems's Affiliated Managers Group position peaked at $924K in Q3 2024.
543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.