Optima Capital’s Affiliated Managers Group AMG Stock Holding History

Optima 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 Q1	–	Sell	-7	Closed	-$2.02K	–	205
2025 Q4	$2.02K	Buy	+7	New	+$1.81K	﹤0.01%	770

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optima Capital's AMG Position: Q1 2026 in Review

Optima Capital sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 7 shares — an estimated $2.02K sold.

Optima Capital first reported a position in AMG in Q4 2025 and held it in 1 quarter. The position peaked at $2.02K in Q4 2025. 545 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

Optima Capital reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 7 Affiliated Managers Group shares in Q1 2026, an estimated $2.02K.
Optima Capital first reported a position in Affiliated Managers Group in Q4 2025 and held it in 1 quarter.
Optima Capital's Affiliated Managers Group position peaked at $2.02K in Q4 2025.
545 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.