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Private Trust Company’s Affiliated Managers Group AMG Stock Holding History

Private Trust Company’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 		$53.8K Sell
159
-21
-12% -$6.51K ﹤0.01% 1339
2026
Q1 		$49.8K Hold
180
– – ﹤0.01% 1296
2025
Q4 		$51.9K Sell
180
-94
-34% -$24.3K ﹤0.01% 1266
2025
Q3 		$65.3K Sell
274
-27
-9% -$5.95K 0.01% 1158
2025
Q2 		$59.2K Hold
301
– – 0.01% 1147
2025
Q1 		$50.6K Buy
301
+83
+38% +$14.5K 0.01% 1188
2024
Q4 		$40.3K Buy
218
+124
+132% +$23.1K ﹤0.01% 1251
2024
Q3 		$16.7K Buy
94
+12
+15% +$2.04K ﹤0.01% 1534
2024
Q2 		$12.8K Buy
82
+48
+141% +$7.64K ﹤0.01% 1606
2024
Q1 		$5.69K Sell
34
-6
-15% -$933 ﹤0.01% 1871
2023
Q4 		$6.06K Hold
40
– – ﹤0.01% 1844
2023
Q3 		$5.21K Hold
40
– – ﹤0.01% 1863
2023
Q2 		$6K Hold
40
– – ﹤0.01% 1818
2023
Q1 		$5.7K Buy
40
+22
+122% +$3.48K ﹤0.01% 1810
2022
Q4 		$3K Buy
18
+1
+6% +$141 ﹤0.01% 1913
2022
Q3 		$2K Hold
17
– – ﹤0.01% 1851
2022
Q2 		$2K Buy
+17
New +$2.19K ﹤0.01% 1931
2014
Q4 		– Sell
-71
Closed -$14K – 337
2014
Q3 		$14K Hold
71
– – ﹤0.01% 960
2014
Q2 		$15K Buy
71
+4
+6% +$773 ﹤0.01% 928
2014
Q1 		$13K Sell
67
-8
-11% -$1.57K ﹤0.01% 863
2013
Q4 		$16K Sell
75
-4
-5% -$798 0.01% 780
2013
Q3 		$14K Sell
79
-32
-29% -$5.68K 0.01% 773
2013
Q2 		$18K Buy
+111
New +$17.6K 0.01% 650

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 $3.38T AUM 44.17% 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

Private Trust Company's AMG Position: Q2 2026 in Review

Private Trust Company reduced its Affiliated Managers Group (AMG) stake by 12% in Q2 2026, selling an estimated $6.51K and leaving 159 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Private Trust Company first reported a position in AMG in Q2 2013 and has held it in 23 quarters since. The position peaked at $65.3K in Q3 2025. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Private Trust Company held 159 shares of Affiliated Managers Group worth $53.8K as of Q2 2026.
  • Private Trust Company sold 21 Affiliated Managers Group shares in Q2 2026, an estimated $6.51K.
  • Affiliated Managers Group made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1339 holding.
  • Private Trust Company first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's Affiliated Managers Group position peaked at $65.3K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.