R Squared’s Affiliated Managers Group AMG Stock Holding History

R Squared’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	-1,093	Closed	-$302K	–	522
2026 Q1	$302K	Buy	1,093 +279	+34%	+$84.1K	0.17%	198
2025 Q4	$235K	Buy	+814	New	+$210K	0.11%	305

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 $3.37T AUM 44.26% 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

R Squared's AMG Position: Q2 2026 in Review

R Squared sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 1,093 shares — an estimated $302K sold.

R Squared first reported a position in AMG in Q4 2025 and held it in 2 quarters. The position peaked at $302K in Q1 2026. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

R Squared reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
R Squared sold 1,093 Affiliated Managers Group shares in Q2 2026, an estimated $302K.
R Squared first reported a position in Affiliated Managers Group in Q4 2025 and held it in 2 quarters.
R Squared's Affiliated Managers Group position peaked at $302K in Q1 2026.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.