JBF Capital’s Affiliated Managers Group AMG Stock Holding History

JBF 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	$237K	Buy	+700	New	+$217K	0.03%	82
2026 Q1	–	Sell	-700	Closed	-$202K	–	116
2025 Q4	$202K	Buy	+700	New	+$181K	0.03%	71
2022 Q4	–	Sell	-1,400	Closed	-$157K	–	58
2022 Q3	$157K	Buy	+1,400	New	+$176K	0.04%	55
2022 Q2	–	Sell	-1,500	Closed	-$211K	–	78
2022 Q1	$211K	Hold	1,500	–	–	0.04%	58
2021 Q4	$247K	Sell	1,500 -250	-14%	-$41.9K	0.05%	57
2021 Q3	$264K	Sell	1,750 -150	-8%	-$24.6K	0.06%	46
2021 Q2	$293K	Hold	1,900	–	–	0.07%	35
2021 Q1	$283K	Buy	+1,900	New	+$248K	0.06%	39
2020 Q4	–	Sell	-1,600	Closed	-$109K	–	62
2020 Q3	$109K	Buy	+1,600	New	+$112K	0.02%	73

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JBF Capital's AMG Position: Q2 2026 in Review

JBF Capital opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 700 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #82 among its holdings. This is a return to the name: JBF Capital previously reported a position in AMG as recently as Q4 2025.

JBF Capital first reported a position in AMG in Q3 2020 and has held it in 9 quarters since. The position peaked at $293K in Q2 2021. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

JBF Capital held 700 shares of Affiliated Managers Group worth $237K as of Q2 2026.
Affiliated Managers Group was a new JBF Capital position in Q2 2026.
Affiliated Managers Group made up 0.03% of JBF Capital's portfolio in Q2 2026, its #82 holding.
JBF Capital first reported a position in Affiliated Managers Group in Q3 2020 and has held it in 9 quarters since.
JBF Capital's Affiliated Managers Group position peaked at $293K in Q2 2021.
565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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