KCM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kendall Capital Management's AMG Position: Q1 2026 in Review

Kendall Capital Management increased its Affiliated Managers Group (AMG) stake by 2.6% in Q1 2026, buying an estimated $28.6K and bringing the position to 3,700 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #119.

Kendall Capital Management first reported a position in AMG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Kendall Capital Management held 3,700 shares of Affiliated Managers Group worth $1.02M as of Q1 2026.
  • Kendall Capital Management bought 95 Affiliated Managers Group shares in Q1 2026, an estimated $28.6K.
  • Affiliated Managers Group made up 0.21% of Kendall Capital Management's portfolio in Q1 2026, its #119 holding.
  • Kendall Capital Management first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 14 quarters since.
  • Kendall Capital Management's Affiliated Managers Group position peaked at $1.04M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.