LAM
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L2 Asset Management’s Affiliated Managers Group AMG Stock Holding History

L2 Asset 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 		$1.62M Sell
4,781
-3,924
-45% -$1.22M 0.17% 120
2026
Q1 		$2.41M Buy
8,705
+3,628
+71% +$1.09M 0.23% 93
2025
Q4 		$1.46M Sell
5,077
-176
-3% -$45.5K 0.2% 103
2025
Q3 		$1.25M Buy
5,253
+478
+10% +$105K 0.18% 110
2025
Q2 		$939K Buy
4,775
+705
+17% +$122K 0.15% 120
2025
Q1 		$684K Buy
4,070
+2,370
+139% +$413K 0.14% 123
2024
Q4 		$314K Buy
1,700
+35
+2% +$6.53K 0.07% 179
2024
Q3 		$296K Sell
1,665
-84
-5% -$14.3K 0.08% 165
2024
Q2 		$273K Buy
1,749
+90
+5% +$14.3K 0.08% 162
2024
Q1 		$278K Buy
1,659
+115
+7% +$17.9K 0.09% 162
2023
Q4 		$234K Buy
+1,544
New +$207K 0.1% 159

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

L2 Asset Management's AMG Position: Q2 2026 in Review

L2 Asset Management reduced its Affiliated Managers Group (AMG) stake by 45% in Q2 2026, selling an estimated $1.22M and leaving 4,781 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #120.

L2 Asset Management first reported a position in AMG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q1 2026. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • L2 Asset Management held 4,781 shares of Affiliated Managers Group worth $1.62M as of Q2 2026.
  • L2 Asset Management sold 3,924 Affiliated Managers Group shares in Q2 2026, an estimated $1.22M.
  • Affiliated Managers Group made up 0.17% of L2 Asset Management's portfolio in Q2 2026, its #120 holding.
  • L2 Asset Management first reported a position in Affiliated Managers Group in Q4 2023 and has held it in 11 quarters since.
  • L2 Asset Management's Affiliated Managers Group position peaked at $2.41M in Q1 2026.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.