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Interval Partners’s Affiliated Managers Group AMG Stock Holding History

Interval Partners’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
2021
Q2 		– Sell
-20,000
Closed -$2.98M – 269
2021
Q1 		$2.98M Buy
+20,000
New +$2.61M 0.12% 161
2016
Q1 		– Sell
-10,000
Closed -$1.6M – 149
2015
Q4 		$1.6M Buy
+10,000
New +$1.72M 0.15% 119

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Interval Partners's AMG Position: Q4 2025 in Review

Interval Partners sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 6,703 shares — an estimated $1.6M sold.

Interval Partners first reported a position in AMG in Q1 2015 and held it in 22 quarters. The position peaked at $24.3M in Q2 2016. 509 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Interval Partners reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • Interval Partners sold 6,703 Affiliated Managers Group shares in Q4 2025, an estimated $1.6M.
  • Interval Partners first reported a position in Affiliated Managers Group in Q1 2015 and held it in 22 quarters.
  • Interval Partners's Affiliated Managers Group position peaked at $24.3M in Q2 2016.
  • 509 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Interval Partners's 13F filing for Q4 2025, filed 17 Feb 2026.