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
2025 Q1	–	Sell	-12,810	Closed	-$2.37M	–	194
2024 Q4	$2.37M	Sell	12,810 -6,045	-32%	-$1.13M	0.32%	93
2024 Q3	$3.35M	Sell	18,855 -11,705	-38%	-$1.99M	0.44%	74
2024 Q2	$4.77M	Buy	+30,560	New	+$4.87M	0.63%	58
2024 Q1	–	Sell	-15,300	Closed	-$2.32M	–	209
2023 Q4	$2.32M	Buy	+15,300	New	+$2.06M	0.34%	94

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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. 173 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.
173 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.