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iSAM Funds (UK)’s Affiliated Managers Group AMG Stock Holding History

iSAM Funds (UK)’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 		$217K Buy
+640
New +$198K 0.15% 213
2025
Q3 		– Sell
-2,473
Closed -$487K – 611
2025
Q2 		$487K Buy
+2,473
New +$429K 0.11% 278
2024
Q2 		– Sell
-3,973
Closed -$665K – 230
2024
Q1 		$665K Buy
+3,973
New +$618K 0.38% 98

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

iSAM Funds (UK)'s AMG Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 640 shares worth $217K. The stake represents 0.15% of the portfolio and ranks #213 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in AMG as recently as Q2 2025.

iSAM Funds (UK) first reported a position in AMG in Q1 2024 and has held it in 3 quarters since. The position peaked at $665K in Q1 2024. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • iSAM Funds (UK) held 640 shares of Affiliated Managers Group worth $217K as of Q2 2026.
  • Affiliated Managers Group was a new iSAM Funds (UK) position in Q2 2026.
  • Affiliated Managers Group made up 0.15% of iSAM Funds (UK)'s portfolio in Q2 2026, its #213 holding.
  • iSAM Funds (UK) first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 3 quarters since.
  • iSAM Funds (UK)'s Affiliated Managers Group position peaked at $665K in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.