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

Kendall 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 		$1.25M Sell
3,685
-15
-0.4% -$4.65K 0.21% 113
2026
Q1 		$1.02M Buy
3,700
+95
+3% +$28.6K 0.21% 119
2025
Q4 		$1.04M Hold
3,605
– – 0.22% 113
2025
Q3 		$860K Sell
3,605
-250
-6% -$55.1K 0.19% 118
2025
Q2 		$759K Sell
3,855
-145
-4% -$25.2K 0.2% 118
2025
Q1 		$672K Sell
4,000
-10
-0.2% -$1.74K 0.2% 127
2024
Q4 		$742K Sell
4,010
-125
-3% -$23.3K 0.22% 121
2024
Q3 		$735K Hold
4,135
– – 0.23% 120
2024
Q2 		$646K Buy
4,135
+100
+2% +$15.9K 0.22% 125
2024
Q1 		$676K Hold
4,035
– – 0.23% 122
2023
Q4 		$611K Buy
4,035
+10
+0.2% +$1.34K 0.24% 119
2023
Q3 		$525K Sell
4,025
-420
-9% -$58.8K 0.23% 123
2023
Q2 		$666K Buy
4,445
+470
+12% +$67.3K 0.29% 105
2023
Q1 		$566K Buy
3,975
+2,245
+130% +$355K 0.27% 110
2022
Q4 		$274K Buy
+1,730
New +$245K 0.14% 149

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

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

Kendall Capital Management reduced its Affiliated Managers Group (AMG) stake by 0.41% in Q2 2026, selling an estimated $4.65K and leaving 3,685 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #113.

Kendall Capital Management first reported a position in AMG in Q4 2022 and has held it in 15 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Kendall Capital Management held 3,685 shares of Affiliated Managers Group worth $1.25M as of Q2 2026.
  • Kendall Capital Management sold 15 Affiliated Managers Group shares in Q2 2026, an estimated $4.65K.
  • Affiliated Managers Group made up 0.21% of Kendall Capital Management's portfolio in Q2 2026, its #113 holding.
  • Kendall Capital Management first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 15 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.