EI
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Ethic Inc’s Affiliated Managers Group AMG Stock Holding History

Ethic Inc’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 		$887K Sell
2,622
-1,262
-32% -$391K 0.01% 743
2026
Q1 		$1.07M Buy
3,884
+134
+4% +$40.4K 0.02% 635
2025
Q4 		$1.08M Buy
3,750
+444
+13% +$115K 0.02% 619
2025
Q3 		$788K Buy
3,306
+407
+14% +$89.7K 0.01% 704
2025
Q2 		$573K Sell
2,899
-93
-3% -$16.1K 0.01% 770
2025
Q1 		$507K Sell
2,992
-887
-23% -$155K 0.01% 784
2024
Q4 		$717K Sell
3,879
-42
-1% -$7.84K 0.01% 691
2024
Q3 		$657K Buy
3,921
+16
+0.4% +$2.72K 0.02% 692
2024
Q2 		$610K Sell
3,905
-16
-0.4% -$2.55K 0.01% 714
2024
Q1 		$657K Buy
3,921
+1,044
+36% +$162K 0.02% 691
2023
Q4 		$436K Buy
+2,877
New +$387K 0.01% 777

Other funds holding AMG

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Ethic Inc's AMG Position: Q2 2026 in Review

Ethic Inc reduced its Affiliated Managers Group (AMG) stake by 32% in Q2 2026, selling an estimated $391K and leaving 2,622 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #743.

Ethic Inc first reported a position in AMG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2025. 153 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Ethic Inc held 2,622 shares of Affiliated Managers Group worth $887K as of Q2 2026.
  • Ethic Inc sold 1,262 Affiliated Managers Group shares in Q2 2026, an estimated $391K.
  • Affiliated Managers Group made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #743 holding.
  • Ethic Inc first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 11 quarters since.
  • Ethic Inc's Affiliated Managers Group position peaked at $1.08M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.