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Kathmere Capital Management’s Affiliated Managers Group AMG Stock Holding History

Kathmere Capital Management’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 		$777K Buy
2,297
+124
+6% +$38.5K 0.04% 296
2026
Q1 		$601K Buy
2,173
+148
+7% +$44.6K 0.04% 311
2025
Q4 		$584K Buy
+2,025
New +$523K 0.04% 280
2025
Q1 		– Sell
-3,535
Closed -$654K – 436
2024
Q4 		$654K Sell
3,535
-2,467
-41% -$460K 0.06% 181
2024
Q3 		$1.07M Buy
+6,002
New +$1.02M 0.1% 122

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

Kathmere Capital Management's AMG Position: Q2 2026 in Review

Kathmere Capital Management increased its Affiliated Managers Group (AMG) stake by 5.7% in Q2 2026, buying an estimated $38.5K and bringing the position to 2,297 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #296.

Kathmere Capital Management first reported a position in AMG in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.07M in Q3 2024. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Kathmere Capital Management held 2,297 shares of Affiliated Managers Group worth $777K as of Q2 2026.
  • Kathmere Capital Management bought 124 Affiliated Managers Group shares in Q2 2026, an estimated $38.5K.
  • Affiliated Managers Group made up 0.04% of Kathmere Capital Management's portfolio in Q2 2026, its #296 holding.
  • Kathmere Capital Management first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 5 quarters since.
  • Kathmere Capital Management's Affiliated Managers Group position peaked at $1.07M in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.