MCM
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Maltese Capital Management’s Affiliated Managers Group AMG Stock Holding History

Maltese 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 		$1.36M Buy
+4,900
New +$1.48M 0.27% 88
2023
Q4 		– Sell
-33,300
Closed -$4.34M – 91
2023
Q3 		$4.34M Buy
33,300
+1,300
+4% +$182K 1.65% 19
2023
Q2 		$4.8M Buy
32,000
+7,000
+28% +$1M 1.66% 16
2023
Q1 		$3.56M Buy
+25,000
New +$3.95M 1.33% 26
2022
Q4 		– Sell
-10,500
Closed -$1.18M – 103
2022
Q3 		$1.18M Buy
+10,500
New +$1.32M 0.27% 96
2018
Q4 		– Sell
-75,200
Closed -$10.3M – 194
2018
Q3 		$10.3M Buy
75,200
+3,100
+4% +$458K 0.71% 44
2018
Q2 		$10.7M Buy
72,100
+5,400
+8% +$890K 0.71% 49
2018
Q1 		$12.6M Sell
66,700
-10,800
-14% -$2.1M 0.86% 31
2017
Q4 		$15.9M Buy
77,500
+9,100
+13% +$1.76M 1.2% 23
2017
Q3 		$13M Sell
68,400
-6,600
-9% -$1.17M 1.11% 23
2017
Q2 		$12.4M Sell
75,000
-3,600
-5% -$575K 1.19% 25
2017
Q1 		$12.9M Sell
78,600
-600
-0.8% -$94.9K 1.39% 18
2016
Q4 		$11.5M Buy
79,200
+22,600
+40% +$3.28M 1.04% 29
2016
Q3 		$8.19M Buy
56,600
+15,400
+37% +$2.2M 0.99% 31
2016
Q2 		$5.8M Buy
41,200
+18,200
+79% +$2.98M 0.72% 49
2016
Q1 		$3.73M Buy
23,000
+15,500
+207% +$2.16M 0.48% 71
2015
Q4 		$1.2M Buy
+7,500
New +$1.29M 0.14% 159
2014
Q2 		– Sell
-9,700
Closed -$1.94M – 178
2014
Q1 		$1.94M Buy
+9,700
New +$1.91M 0.24% 122

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

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

Maltese Capital Management opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 4,900 shares worth $1.36M. The stake represents 0.27% of the portfolio and ranks #88 among its holdings. This is a return to the name: Maltese Capital Management previously reported a position in AMG as recently as Q3 2023.

Maltese Capital Management first reported a position in AMG in Q1 2014 and has held it in 18 quarters since. The position peaked at $15.9M in Q4 2017. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Maltese Capital Management held 4,900 shares of Affiliated Managers Group worth $1.36M as of Q1 2026.
  • Affiliated Managers Group was a new Maltese Capital Management position in Q1 2026.
  • Affiliated Managers Group made up 0.27% of Maltese Capital Management's portfolio in Q1 2026, its #88 holding.
  • Maltese Capital Management first reported a position in Affiliated Managers Group in Q1 2014 and has held it in 18 quarters since.
  • Maltese Capital Management's Affiliated Managers Group position peaked at $15.9M in Q4 2017.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Maltese Capital Management's 13F filing for Q1 2026, filed 15 May 2026.