Guggenheim Capital’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
3,686
+2,586
| +235% | +$779K | 0.01% | 987 |
|
|
2025
Q4 | $317K | Buy |
+1,100
| New | +$284K | ﹤0.01% | 1502 |
|
|
2024
Q4 | – | Sell |
-2,720
| Closed | -$484K | – | 1695 |
|
|
2024
Q3 | $484K | Buy |
2,720
+1,197
| +79% | +$203K | ﹤0.01% | 1419 |
|
|
2024
Q2 | $238K | Sell |
1,523
-2,022
| -57% | -$322K | ﹤0.01% | 1719 |
|
|
2024
Q1 | $594K | Sell |
3,545
-2,011
| -36% | -$313K | ﹤0.01% | 1403 |
|
|
2023
Q4 | $841K | Buy |
5,556
+3,199
| +136% | +$430K | 0.01% | 1244 |
|
|
2023
Q3 | $307K | Buy |
2,357
+312
| +15% | +$43.6K | ﹤0.01% | 1619 |
|
|
2023
Q2 | $307K | Buy |
2,045
+285
| +16% | +$40.8K | ﹤0.01% | 1655 |
|
|
2023
Q1 | $251K | Buy |
+1,760
| New | +$278K | ﹤0.01% | 1733 |
|
|
2022
Q4 | – | Sell |
-5,378
| Closed | -$602K | – | 1912 |
|
|
2022
Q3 | $602K | Sell |
5,378
-747
| -12% | -$93.7K | 0.01% | 1397 |
|
|
2022
Q2 | $714K | Sell |
6,125
-409
| -6% | -$52.6K | 0.01% | 1392 |
|
|
2022
Q1 | $921K | Sell |
6,534
-3,658
| -36% | -$526K | 0.01% | 1398 |
|
|
2021
Q4 | $1.68M | Buy |
10,192
+5,467
| +116% | +$917K | 0.01% | 1142 |
|
|
2021
Q3 | $714K | Buy |
4,725
+894
| +23% | +$146K | ﹤0.01% | 1588 |
|
|
2021
Q2 | $591K | Buy |
+3,831
| New | +$611K | ﹤0.01% | 1768 |
|
|
2019
Q4 | – | Sell |
-16,399
| Closed | -$1.37M | – | 2063 |
|
|
2019
Q3 | $1.37M | Sell |
16,399
-1,492
| -8% | -$125K | 0.01% | 1175 |
|
|
2019
Q2 | $1.65M | Buy |
17,891
+825
| +5% | +$80.9K | 0.01% | 1134 |
|
|
2019
Q1 | $1.83M | Sell |
17,066
-3,437
| -17% | -$365K | 0.01% | 1113 |
|
|
2018
Q4 | $2M | Buy |
20,503
+3,798
| +23% | +$429K | 0.02% | 1042 |
|
|
2018
Q3 | $2.29M | Buy |
16,705
+1,101
| +7% | +$163K | 0.01% | 1169 |
|
|
2018
Q2 | $2.32M | Sell |
15,604
-206,145
| -93% | -$34M | 0.02% | 1162 |
|
|
2018
Q1 | $42M | Buy |
221,749
+28,109
| +15% | +$5.48M | 0.1% | 405 |
|
|
2017
Q4 | $39.7M | Buy |
193,640
+3,935
| +2% | +$763K | 0.09% | 446 |
|
|
2017
Q3 | $36M | Sell |
189,705
-26,225
| -12% | -$4.67M | 0.08% | 460 |
|
|
2017
Q2 | $35.8M | Buy |
215,930
+170
| +0.1% | +$27.1K | 0.09% | 446 |
|
|
2017
Q1 | $35.4M | Buy |
215,760
+14,711
| +7% | +$2.33M | 0.1% | 457 |
|
|
2016
Q4 | $29.2M | Buy |
201,049
+46,901
| +30% | +$6.81M | 0.08% | 481 |
|
|
2016
Q3 | $22.3M | Buy |
154,148
+18,328
| +13% | +$2.62M | 0.07% | 518 |
|
|
2016
Q2 | $19.1M | Sell |
135,820
-2,000
| -1% | -$327K | 0.06% | 531 |
|
|
2016
Q1 | $22.4M | Sell |
137,820
-18,187
| -12% | -$2.54M | 0.07% | 500 |
|
|
2015
Q4 | $24.9M | Buy |
156,007
+34,601
| +29% | +$5.95M | 0.07% | 493 |
|
|
2015
Q3 | $20.8M | Buy |
121,406
+2,809
| +2% | +$552K | 0.06% | 551 |
|
|
2015
Q2 | $25.9M | Sell |
118,597
-12,337
| -9% | -$2.74M | 0.06% | 558 |
|
|
2015
Q1 | $28.1M | Buy |
130,934
+3,066
| +2% | +$647K | 0.07% | 541 |
|
|
2014
Q4 | $27.1M | Sell |
127,868
-50,201
| -28% | -$9.97M | 0.07% | 528 |
|
|
2014
Q3 | $35.7M | Buy |
178,069
+131,622
| +283% | +$26.9M | 0.09% | 378 |
|
|
2014
Q2 | $9.54M | Sell |
46,447
-2,117
| -4% | -$409K | 0.02% | 873 |
|
|
2014
Q1 | $9.71M | Buy |
48,564
+2,143
| +5% | +$421K | 0.03% | 864 |
|
|
2013
Q4 | $10.1M | Sell |
46,421
-16,684
| -26% | -$3.33M | 0.03% | 828 |
|
|
2013
Q3 | $11.5M | Buy |
63,105
+397
| +0.6% | +$70.5K | 0.04% | 777 |
|
|
2013
Q2 | $10.3M | Buy |
+62,708
| New | +$9.92M | 0.04% | 766 |
|
Other funds holding AMG
VPM
VCM
AI
Guggenheim Capital's AMG Position: Q1 2026 in Review
Guggenheim Capital increased its Affiliated Managers Group (AMG) stake by 235% in Q1 2026, buying an estimated $779K and bringing the position to 3,686 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #987.
Guggenheim Capital first reported a position in AMG in Q2 2013 and has held it in 41 quarters since. The position peaked at $42M in Q1 2018. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.
- Guggenheim Capital held 3,686 shares of Affiliated Managers Group worth $1.02M as of Q1 2026.
- Guggenheim Capital bought 2,586 Affiliated Managers Group shares in Q1 2026, an estimated $779K.
- Affiliated Managers Group made up 0.01% of Guggenheim Capital's portfolio in Q1 2026, its #987 holding.
- Guggenheim Capital first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 41 quarters since.
- Guggenheim Capital's Affiliated Managers Group position peaked at $42M in Q1 2018.
- 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.
Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.