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InceptionR’s Affiliated Managers Group AMG Stock Holding History

InceptionR’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 		$825K Sell
2,438
-107
-4% -$33.2K 0.2% 183
2026
Q1 		$704K Buy
2,545
+1,578
+163% +$476K 0.17% 205
2025
Q4 		$279K Buy
+967
New +$250K 0.08% 450
2024
Q3 		– Sell
-3,304
Closed -$516K – 628
2024
Q2 		$516K Buy
3,304
+1,565
+90% +$249K 0.15% 273
2024
Q1 		$291K Buy
+1,739
New +$270K 0.07% 428
2023
Q4 		– Sell
-1,854
Closed -$242K – 344
2023
Q3 		$242K Buy
+1,854
New +$259K 0.14% 310

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

InceptionR's AMG Position: Q2 2026 in Review

InceptionR reduced its Affiliated Managers Group (AMG) stake by 4.2% in Q2 2026, selling an estimated $33.2K and leaving 2,438 shares worth $825K. The position accounts for 0.2% of the portfolio, ranked #183.

InceptionR first reported a position in AMG in Q3 2023 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • InceptionR held 2,438 shares of Affiliated Managers Group worth $825K as of Q2 2026.
  • InceptionR sold 107 Affiliated Managers Group shares in Q2 2026, an estimated $33.2K.
  • Affiliated Managers Group made up 0.2% of InceptionR's portfolio in Q2 2026, its #183 holding.
  • InceptionR first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 6 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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