FORA Capital’s Affiliated Managers Group AMG Stock Holding History

FORA Capital’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	$1.61M	Sell	4,760 -9,118	-66%	-$2.83M	0.11%	177
2026 Q1	$3.84M	Buy	+13,878	New	+$4.18M	0.28%	103
2024 Q1	–	Sell	-2,902	Closed	-$439K	–	399
2023 Q4	$439K	Buy	+2,902	New	+$390K	0.04%	352
2023 Q1	–	Sell	-4,820	Closed	-$764K	–	511
2022 Q4	$764K	Buy	+4,820	New	+$682K	0.12%	200
2021 Q3	–	Sell	-295	Closed	-$45K	–	367
2021 Q2	$45K	Buy	+295	New	+$47.1K	0.01%	727
2021 Q1	–	Sell	-2,748	Closed	-$279K	–	758
2020 Q4	$279K	Buy	+2,748	New	+$237K	0.04%	431
2020 Q3	–	Sell	-1,160	Closed	-$86K	–	644
2020 Q2	$86K	Buy	+1,160	New	+$78.4K	0.03%	532

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

FORA Capital's AMG Position: Q2 2026 in Review

FORA Capital reduced its Affiliated Managers Group (AMG) stake by 66% in Q2 2026, selling an estimated $2.83M and leaving 4,760 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #177.

FORA Capital first reported a position in AMG in Q2 2020 and has held it in 7 quarters since. The position peaked at $3.84M in Q1 2026. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

FORA Capital held 4,760 shares of Affiliated Managers Group worth $1.61M as of Q2 2026.
FORA Capital sold 9,118 Affiliated Managers Group shares in Q2 2026, an estimated $2.83M.
Affiliated Managers Group made up 0.11% of FORA Capital's portfolio in Q2 2026, its #177 holding.
FORA Capital first reported a position in Affiliated Managers Group in Q2 2020 and has held it in 7 quarters since.
FORA Capital's Affiliated Managers Group position peaked at $3.84M in Q1 2026.
564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.