CWA Asset Management Group’s Affiliated Managers Group AMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.86M Buy
5,501
+789
+17% +$245K 0.06% 301
2026
Q1
$1.3M Buy
+4,712
New +$1.42M 0.04% 344

Other funds holding AMG

CWA Asset Management Group's AMG Position: Q2 2026 in Review

CWA Asset Management Group increased its Affiliated Managers Group (AMG) stake by 17% in Q2 2026, buying an estimated $245K and bringing the position to 5,501 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #301.

CWA Asset Management Group first reported a position in AMG in Q1 2026 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • CWA Asset Management Group held 5,501 shares of Affiliated Managers Group worth $1.86M as of Q2 2026.
  • CWA Asset Management Group bought 789 Affiliated Managers Group shares in Q2 2026, an estimated $245K.
  • Affiliated Managers Group made up 0.06% of CWA Asset Management Group's portfolio in Q2 2026, its #301 holding.
  • CWA Asset Management Group first reported a position in Affiliated Managers Group in Q1 2026 and has held it in 2 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.