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IEQ Capital’s Affiliated Managers Group AMG Stock Holding History

IEQ 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 		$3.06M Buy
9,036
+2,506
+38% +$777K 0.01% 650
2026
Q1 		$1.81M Buy
6,530
+2,292
+54% +$691K 0.01% 804
2025
Q4 		$1.22M Sell
4,238
-6,291
-60% -$1.63M ﹤0.01% 962
2025
Q3 		$2.51M Buy
+10,529
New +$2.32M 0.01% 684

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

IEQ Capital's AMG Position: Q2 2026 in Review

IEQ Capital increased its Affiliated Managers Group (AMG) stake by 38% in Q2 2026, buying an estimated $777K and bringing the position to 9,036 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #650.

IEQ Capital first reported a position in AMG in Q3 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • IEQ Capital held 9,036 shares of Affiliated Managers Group worth $3.06M as of Q2 2026.
  • IEQ Capital bought 2,506 Affiliated Managers Group shares in Q2 2026, an estimated $777K.
  • Affiliated Managers Group made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #650 holding.
  • IEQ Capital first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 4 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.