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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IEQ Capital's AMG Position: Q1 2026 in Review

IEQ Capital increased its Affiliated Managers Group (AMG) stake by 54% in Q1 2026, buying an estimated $691K and bringing the position to 6,530 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #804.

IEQ Capital first reported a position in AMG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q3 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • IEQ Capital held 6,530 shares of Affiliated Managers Group worth $1.81M as of Q1 2026.
  • IEQ Capital bought 2,292 Affiliated Managers Group shares in Q1 2026, an estimated $691K.
  • Affiliated Managers Group made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #804 holding.
  • IEQ Capital first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 3 quarters since.
  • IEQ Capital's Affiliated Managers Group position peaked at $2.51M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.