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Oakworth Capital’s Affiliated Managers Group AMG Stock Holding History

Oakworth Capital’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 		$4.4K Hold
13
– – ﹤0.01% 797
2026
Q1 		$3.6K Hold
13
– – ﹤0.01% 762
2025
Q4 		$3.75K Hold
13
– – ﹤0.01% 762
2025
Q3 		$3.1K Hold
13
– – ﹤0.01% 726
2025
Q2 		$2.56K Hold
13
– – ﹤0.01% 562
2025
Q1 		$2.18K Buy
+13
New +$2.27K ﹤0.01% 614

Other funds holding AMG

CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Oakworth Capital's AMG Position: Q2 2026 in Review

Oakworth Capital held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 13 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Oakworth Capital first reported a position in AMG in Q1 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Oakworth Capital held 13 shares of Affiliated Managers Group worth $4.4K as of Q2 2026.
  • Oakworth Capital left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #797 holding.
  • Oakworth Capital first reported a position in Affiliated Managers Group in Q1 2025 and has held it in 6 quarters since.
  • 173 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.