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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CWC Advisors's AMG Position: Q1 2026 in Review

CWC Advisors reduced its Affiliated Managers Group (AMG) stake by 5.8% in Q1 2026, selling an estimated $208K and leaving 11,309 shares worth $3.13M. The position accounts for 1.49% of the portfolio, ranked #20.

CWC Advisors first reported a position in AMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.89M in Q3 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • CWC Advisors held 11,309 shares of Affiliated Managers Group worth $3.13M as of Q1 2026.
  • CWC Advisors sold 691 Affiliated Managers Group shares in Q1 2026, an estimated $208K.
  • Affiliated Managers Group made up 1.49% of CWC Advisors's portfolio in Q1 2026, its #20 holding.
  • CWC Advisors first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 7 quarters since.
  • CWC Advisors's Affiliated Managers Group position peaked at $3.89M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.