KCM
AMG icon

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

Kennondale 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 		$1.81M Sell
5,337
-1,639
-23% -$508K 1.2% 35
2026
Q1 		$1.93M Hold
6,976
– – 1.39% 26
2025
Q4 		$2.01M Hold
6,976
– – 1.48% 24
2025
Q3 		$1.66M Buy
6,976
+2,084
+43% +$459K 1.27% 27
2025
Q2 		$963K Hold
4,892
– – 0.98% 37
2025
Q1 		$822K Hold
4,892
– – 0.9% 42
2024
Q4 		$905K Buy
+4,892
New +$913K 0.98% 41

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

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

Kennondale Capital Management reduced its Affiliated Managers Group (AMG) stake by 23% in Q2 2026, selling an estimated $508K and leaving 5,337 shares worth $1.81M. The position accounts for 1.2% of the portfolio, ranked #35.

Kennondale Capital Management first reported a position in AMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q4 2025. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Kennondale Capital Management held 5,337 shares of Affiliated Managers Group worth $1.81M as of Q2 2026.
  • Kennondale Capital Management sold 1,639 Affiliated Managers Group shares in Q2 2026, an estimated $508K.
  • Affiliated Managers Group made up 1.2% of Kennondale Capital Management's portfolio in Q2 2026, its #35 holding.
  • Kennondale Capital Management first reported a position in Affiliated Managers Group in Q4 2024 and has held it in 7 quarters since.
  • Kennondale Capital Management's Affiliated Managers Group position peaked at $2.01M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Kennondale Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.