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
Q2 		– Sell
-4,900
Closed -$1.36M – 101
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 $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

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

Maltese Capital Management sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 4,900 shares — an estimated $1.36M sold.

Maltese Capital Management first reported a position in AMG in Q1 2014 and held it in 18 quarters. The position peaked at $15.9M in Q4 2017. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Maltese Capital Management reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Maltese Capital Management sold 4,900 Affiliated Managers Group shares in Q2 2026, an estimated $1.36M.
  • Maltese Capital Management first reported a position in Affiliated Managers Group in Q1 2014 and held it in 18 quarters.
  • Maltese Capital Management's Affiliated Managers Group position peaked at $15.9M in Q4 2017.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Maltese Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.