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Fox Run Management’s Affiliated Managers Group AMG Stock Holding History

Fox Run 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 		$925K Buy
+2,733
New +$848K 0.15% 216
2024
Q4 		– Sell
-2,840
Closed -$505K – 845
2024
Q3 		$505K Buy
2,840
+451
+19% +$76.6K 0.11% 352
2024
Q2 		$373K Buy
2,389
+356
+18% +$56.7K 0.07% 501
2024
Q1 		$340K Sell
2,033
-4,887
-71% -$760K 0.07% 493
2023
Q4 		$1.05M Buy
6,920
+3,686
+114% +$495K 0.27% 73
2023
Q3 		$422K Buy
+3,234
New +$452K 0.12% 322
2021
Q4 		– Sell
-1,494
Closed -$226K – 461
2021
Q3 		$226K Sell
1,494
-1,593
-52% -$261K 0.14% 338
2021
Q2 		$476K Buy
+3,087
New +$492K 0.43% 54
2020
Q3 		– Sell
-3,369
Closed -$251K – 167
2020
Q2 		$251K Buy
+3,369
New +$228K 0.33% 154
2019
Q4 		– Sell
-5,437
Closed -$453K – 374
2019
Q3 		$453K Buy
+5,437
New +$454K 0.41% 54
2018
Q4 		– Sell
-1,932
Closed -$264K – 498
2018
Q3 		$264K Buy
+1,932
New +$285K 0.12% 392

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

Fox Run Management's AMG Position: Q2 2026 in Review

Fox Run Management opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 2,733 shares worth $925K. The stake represents 0.15% of the portfolio and ranks #216 among its holdings. This is a return to the name: Fox Run Management previously reported a position in AMG as recently as Q3 2024.

Fox Run Management first reported a position in AMG in Q3 2018 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2023. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Fox Run Management held 2,733 shares of Affiliated Managers Group worth $925K as of Q2 2026.
  • Affiliated Managers Group was a new Fox Run Management position in Q2 2026.
  • Affiliated Managers Group made up 0.15% of Fox Run Management's portfolio in Q2 2026, its #216 holding.
  • Fox Run Management first reported a position in Affiliated Managers Group in Q3 2018 and has held it in 11 quarters since.
  • Fox Run Management's Affiliated Managers Group position peaked at $1.05M in Q4 2023.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.