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Levin Capital Strategies’s Affiliated Managers Group AMG Stock Holding History

Levin Capital Strategies’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 		– Sell
-1,454
Closed -$402K – 266
2026
Q1 		$402K Hold
1,454
– – 0.03% 166
2025
Q4 		$419K Buy
+1,454
New +$376K 0.04% 134
2017
Q1 		– Sell
-5,122
Closed -$744K – 306
2016
Q4 		$744K Buy
5,122
+3,638
+245% +$528K 0.01% 182
2016
Q3 		$215K Buy
+1,484
New +$212K ﹤0.01% 296

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

Levin Capital Strategies's AMG Position: Q2 2026 in Review

Levin Capital Strategies sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 1,454 shares — an estimated $402K sold.

Levin Capital Strategies first reported a position in AMG in Q3 2016 and held it in 4 quarters. The position peaked at $744K in Q4 2016. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Levin Capital Strategies reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Levin Capital Strategies sold 1,454 Affiliated Managers Group shares in Q2 2026, an estimated $402K.
  • Levin Capital Strategies first reported a position in Affiliated Managers Group in Q3 2016 and held it in 4 quarters.
  • Levin Capital Strategies's Affiliated Managers Group position peaked at $744K in Q4 2016.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.