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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
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 +$3.83K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CX Institutional's AMG Position: Q2 2026 in Review

CX Institutional held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 66 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

CX Institutional first reported a position in AMG in Q1 2019 and has held it in 14 quarters since. The position peaked at $4.66M in Q3 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • CX Institutional held 66 shares of Affiliated Managers Group worth $22K as of Q2 2026.
  • CX Institutional left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1150 holding.
  • CX Institutional first reported a position in Affiliated Managers Group in Q1 2019 and has held it in 14 quarters since.
  • CX Institutional's Affiliated Managers Group position peaked at $4.66M in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.