CX Institutional’s Affiliated Managers Group AMG Stock Holding History

CX Institutional’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	$24K	Hold	66	–	–	﹤0.01%	1183
2026 Q2	$22K	Hold	66	–	–	﹤0.01%	1150
2026 Q1	$18K	Buy	+66	New	+$19.9K	﹤0.01%	1146
2025 Q2	–	Sell	-22	Closed	-$4K	–	1214
2025 Q1	$4K	Buy	+22	New	+$3.84K	﹤0.01%	1079
2024 Q4	–	Sell	-26,224	Closed	-$4.66M	–	538
2024 Q3	$4.66M	Buy	+26,224	New	+$4.45M	0.21%	136
2022 Q3	–	Sell	-402	Closed	-$47K	–	482
2022 Q2	$47K	Buy	+402	New	+$51.7K	﹤0.01%	685
2021 Q4	–	Sell	-401	Closed	-$61K	–	360
2021 Q3	$61K	Hold	401	–	–	0.01%	540
2021 Q2	$62K	Hold	401	–	–	0.01%	521
2021 Q1	$60K	Hold	401	–	–	0.01%	453
2020 Q4	$41K	Sell	401 -9	-2%	-$777	﹤0.01%	473
2020 Q3	$28K	Buy	410 +14	+4%	+$979	﹤0.01%	479
2020 Q2	$30K	Buy	+396	New	+$26.8K	﹤0.01%	384
2019 Q4	–	Sell	-9	Closed	-$1K	–	731
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	759
2019 Q2	$1K	Buy	9 +4	+80%	+$392	﹤0.01%	809
2019 Q1	$1K	Buy	+5	New	+$531	﹤0.01%	727

Other funds holding AMG

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

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

CX Institutional's AMG Position: Q3 2026 in Review

CX Institutional held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 66 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

CX Institutional first reported a position in AMG in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.66M in Q3 2024. 106 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

CX Institutional held 66 shares of Affiliated Managers Group worth $24K as of Q3 2026.
CX Institutional left its Affiliated Managers Group share count unchanged in Q3 2026.
Affiliated Managers Group made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1183 holding.
CX Institutional first reported a position in Affiliated Managers Group in Q1 2019 and has held it in 15 quarters since.
CX Institutional's Affiliated Managers Group position peaked at $4.66M in Q3 2024.
106 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.