Evergreen Capital Management’s Affiliated Managers Group AMG Stock Holding History

Evergreen Capital Management’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	$316K	Sell	935 -6	-0.6%	-$1.86K	0.01%	1183
2026 Q1	$260K	Buy	941 +55	+6%	+$16.6K	0.01%	1218
2025 Q4	$255K	Sell	886 -154	-15%	-$39.8K	0.01%	1141
2025 Q3	$248K	Buy	+1,040	New	+$229K	0.01%	1107
2025 Q2	–	Sell	-1,428	Closed	-$240K	–	1139
2025 Q1	$240K	Sell	1,428 -88	-6%	-$15.3K	0.01%	885
2024 Q4	$280K	Buy	1,516 +15	+1%	+$2.8K	0.01%	771
2024 Q3	$267K	Buy	+1,501	New	+$255K	0.01%	774

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Capital Management's AMG Position: Q2 2026 in Review

Evergreen Capital Management reduced its Affiliated Managers Group (AMG) stake by 0.64% in Q2 2026, selling an estimated $1.86K and leaving 935 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1183.

Evergreen Capital Management first reported a position in AMG in Q3 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Evergreen Capital Management held 935 shares of Affiliated Managers Group worth $316K as of Q2 2026.
Evergreen Capital Management sold 6 Affiliated Managers Group shares in Q2 2026, an estimated $1.86K.
Affiliated Managers Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1183 holding.
Evergreen Capital Management first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 7 quarters since.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.