Kendall Capital Management
AMG icon

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
Q3 		$1.33M Sell
3,650
-35
-0.9% -$12.7K 0.22% 108
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Kendall Capital Management's AMG Position: Q3 2026 in Review

Kendall Capital Management reduced its Affiliated Managers Group (AMG) stake by 0.95% in Q3 2026, selling an estimated $12.7K and leaving 3,650 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #108.

Kendall Capital Management first reported a position in AMG in Q4 2022 and has held it in 16 quarters since. 299 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Kendall Capital Management held 3,650 shares of Affiliated Managers Group worth $1.33M as of Q3 2026.
  • Kendall Capital Management sold 35 Affiliated Managers Group shares in Q3 2026, an estimated $12.7K.
  • Affiliated Managers Group made up 0.22% of Kendall Capital Management's portfolio in Q3 2026, its #108 holding.
  • Kendall Capital Management first reported a position in Affiliated Managers Group in Q4 2022 and has held it in 16 quarters since.
  • 299 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Kendall Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.