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

Genus 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	$2.83M	Buy	8,371 +1,381	+20%	+$428K	0.28%	97
2026 Q1	$1.93M	Sell	6,990 -19,995	-74%	-$6.03M	0.22%	118
2025 Q4	$7.78M	Buy	26,985 +4,350	+19%	+$1.12M	0.91%	40
2025 Q3	$5.4M	Buy	22,635 +20,175	+820%	+$4.45M	0.63%	55
2025 Q2	$484K	Sell	2,460 -1,030	-30%	-$179K	0.06%	142
2025 Q1	$586K	Buy	+3,490	New	+$608K	0.09%	136
2024 Q2	–	Sell	-20,600	Closed	-$3.28M	–	205
2024 Q1	$3.45M	Buy	+20,600	New	+$3.2M	0.45%	78
2023 Q4	–	Sell	-13,400	Closed	-$1.8M	–	202
2023 Q3	$1.75M	Buy	+13,400	New	+$1.87M	0.27%	99

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

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

Genus Capital Management increased its Affiliated Managers Group (AMG) stake by 20% in Q2 2026, buying an estimated $428K and bringing the position to 8,371 shares worth $2.83M. The position accounts for 0.28% of the portfolio, ranked #97.

Genus Capital Management first reported a position in AMG in Q3 2023 and has held it in 8 quarters since. The position peaked at $7.78M in Q4 2025. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Genus Capital Management held 8,371 shares of Affiliated Managers Group worth $2.83M as of Q2 2026.
Genus Capital Management bought 1,381 Affiliated Managers Group shares in Q2 2026, an estimated $428K.
Affiliated Managers Group made up 0.28% of Genus Capital Management's portfolio in Q2 2026, its #97 holding.
Genus Capital Management first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 8 quarters since.
Genus Capital Management's Affiliated Managers Group position peaked at $7.78M in Q4 2025.
565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.