North Star Investment Management’s Affiliated Managers Group AMG Stock Holding History

North Star Investment 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	$3.05K	Sell	9 -3	-25%	-$930	﹤0.01%	1355
2026 Q1	$3.32K	Buy	12 +3	+33%	+$904	﹤0.01%	1305
2025 Q4	$2.6K	Buy	+9	New	+$2.33K	﹤0.01%	1273
2020 Q2	–	Sell	-125	Closed	-$7K	–	970
2020 Q1	$7K	Buy	+125	New	+$9.36K	﹤0.01%	764
2019 Q2	–	Sell	-4,484	Closed	-$480K	–	408
2019 Q1	$480K	Buy	+4,484	New	+$476K	0.06%	279
2018 Q1	–	Sell	-151	Closed	-$31K	–	1068
2017 Q4	$31K	Hold	151	–	–	﹤0.01%	629
2017 Q3	$29K	Hold	151	–	–	﹤0.01%	644
2017 Q2	$25K	Hold	151	–	–	﹤0.01%	667
2017 Q1	$25K	Hold	151	–	–	﹤0.01%	637
2016 Q4	$22K	Buy	+151	New	+$21.9K	﹤0.01%	621

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

North Star Investment Management's AMG Position: Q2 2026 in Review

North Star Investment Management reduced its Affiliated Managers Group (AMG) stake by 25% in Q2 2026, selling an estimated $930 and leaving 9 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

North Star Investment Management first reported a position in AMG in Q4 2016 and has held it in 10 quarters since. The position peaked at $480K in Q1 2019. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

North Star Investment Management held 9 shares of Affiliated Managers Group worth $3.05K as of Q2 2026.
North Star Investment Management sold 3 Affiliated Managers Group shares in Q2 2026, an estimated $930.
Affiliated Managers Group made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1355 holding.
North Star Investment Management first reported a position in Affiliated Managers Group in Q4 2016 and has held it in 10 quarters since.
North Star Investment Management's Affiliated Managers Group position peaked at $480K in Q1 2019.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.