CWC Advisors’s Affiliated Managers Group AMG Stock Holding History

CWC 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 Q3	$4M	Buy	10,933 +1	+0%	+$363	1.86%	12
2026 Q2	$3.7M	Sell	10,932 -377	-3%	-$117K	1.64%	19
2026 Q1	$3.13M	Sell	11,309 -691	-6%	-$208K	1.49%	20
2025 Q4	$3.46M	Sell	12,000 -4,309	-26%	-$1.11M	1.67%	21
2025 Q3	$3.89M	Sell	16,309 -160	-1%	-$35.3K	1.9%	18
2025 Q2	$3.24M	Buy	16,469 +446	+3%	+$77.4K	1.67%	22
2025 Q1	$2.69M	Buy	16,023 +5,190	+48%	+$905K	1.53%	21
2024 Q4	$2M	Buy	10,833 +141	+1%	+$26.3K	2%	11
2024 Q3	$1.9M	Buy	+10,692	New	+$1.82M	1.88%	12

Other funds holding AMG

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

CWC Advisors's AMG Position: Q3 2026 in Review

CWC Advisors increased its Affiliated Managers Group (AMG) stake by 0.01% in Q3 2026, buying an estimated $363 and bringing the position to 10,933 shares worth $4M. The position accounts for 1.86% of the portfolio, ranked #12.

CWC Advisors first reported a position in AMG in Q3 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

CWC Advisors held 10,933 shares of Affiliated Managers Group worth $4M as of Q3 2026.
CWC Advisors bought 1 Affiliated Managers Group share in Q3 2026, an estimated $363.
Affiliated Managers Group made up 1.86% of CWC Advisors's portfolio in Q3 2026, its #12 holding.
CWC Advisors first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.