CVA Family Office’s Affiliated Managers Group AMG Stock Holding History

CVA Family Office’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	$25.7K	Buy	76 +9	+13%	+$2.79K	﹤0.01%	756
2026 Q1	$18.5K	Buy	67 +42	+168%	+$12.7K	﹤0.01%	816
2025 Q4	$7.21K	Hold	25	–	–	﹤0.01%	839
2025 Q3	$5.96K	Hold	25	–	–	﹤0.01%	873
2025 Q2	$4.92K	Hold	25	–	–	﹤0.01%	892
2025 Q1	$4.2K	Hold	25	–	–	﹤0.01%	919
2024 Q4	$4.62K	Hold	25	–	–	﹤0.01%	888
2024 Q3	$4.45K	Hold	25	–	–	﹤0.01%	863
2024 Q2	$3.91K	Hold	25	–	–	﹤0.01%	862
2024 Q1	$4.19K	Hold	25	–	–	﹤0.01%	856
2023 Q4	$3.79K	Buy	+25	New	+$3.36K	﹤0.01%	840
2023 Q3	–	Sell	-25	Closed	-$3.75K	–	260
2023 Q2	$3.75K	Hold	25	–	–	﹤0.01%	835
2023 Q1	$3.56K	Hold	25	–	–	﹤0.01%	816
2022 Q4	$3.96K	Sell	25 -60	-71%	-$8.49K	﹤0.01%	759
2022 Q3	$10K	Buy	85 +80	+1,600%	+$10K	﹤0.01%	620
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	854
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	903
2021 Q4	$1K	Buy	+5	New	+$838	﹤0.01%	865
2021 Q3	–	Sell	-5	Closed	-$1K	–	384
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	906
2021 Q1	$1K	Buy	+5	New	+$654	﹤0.01%	740

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CVA Family Office's AMG Position: Q2 2026 in Review

CVA Family Office increased its Affiliated Managers Group (AMG) stake by 13% in Q2 2026, buying an estimated $2.79K and bringing the position to 76 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

CVA Family Office first reported a position in AMG in Q1 2021 and has held it in 20 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

CVA Family Office held 76 shares of Affiliated Managers Group worth $25.7K as of Q2 2026.
CVA Family Office bought 9 Affiliated Managers Group shares in Q2 2026, an estimated $2.79K.
Affiliated Managers Group made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #756 holding.
CVA Family Office first reported a position in Affiliated Managers Group in Q1 2021 and has held it in 20 quarters since.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.