Rockefeller Capital Management
AMG icon

Rockefeller Capital Management’s Affiliated Managers Group AMG Stock Holding History

Rockefeller Capital 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
Q1 		$1.12M Buy
4,045
+734
+22% +$221K ﹤0.01% 1554
2025
Q4 		$955K Buy
3,311
+135
+4% +$34.9K ﹤0.01% 1575
2025
Q3 		$757K Buy
+3,176
New +$700K ﹤0.01% 1563
2023
Q3 		– Sell
-15,036
Closed -$2.25M – 1496
2023
Q2 		$2.25M Buy
15,036
+2,029
+16% +$290K 0.01% 809
2023
Q1 		$1.85M Buy
13,007
+12,283
+1,697% +$1.94M 0.01% 843
2022
Q4 		$113K Buy
724
+203
+39% +$28.7K ﹤0.01% 1969
2022
Q3 		$57K Buy
521
+33
+7% +$4.14K ﹤0.01% 2276
2022
Q2 		$55K Buy
488
+149
+44% +$19.2K ﹤0.01% 2231
2022
Q1 		$47K Buy
339
+133
+65% +$19.1K ﹤0.01% 2326
2021
Q4 		$33K Buy
206
+85
+70% +$14.3K ﹤0.01% 2392
2021
Q3 		$18K Buy
121
+5
+4% +$819 ﹤0.01% 2622
2021
Q2 		$17K Buy
116
+101
+673% +$16.1K ﹤0.01% 2542
2021
Q1 		$2K Sell
15
-28
-65% -$3.66K ﹤0.01% 3083
2020
Q4 		$4K Sell
43
-62
-59% -$5.35K ﹤0.01% 2462
2020
Q3 		$7K Buy
105
+11
+12% +$769 ﹤0.01% 2102
2020
Q2 		$7K Hold
94
– – ﹤0.01% 1981
2020
Q1 		$6K Sell
94
-76
-45% -$5.69K ﹤0.01% 1879
2019
Q4 		$14K Sell
170
-70
-29% -$5.74K ﹤0.01% 1496
2019
Q3 		$20K Buy
240
+209
+674% +$17.5K ﹤0.01% 1213
2019
Q2 		$3K Sell
31
-252
-89% -$24.7K ﹤0.01% 1490
2019
Q1 		$30K Buy
+283
New +$30.1K ﹤0.01% 1083

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's AMG Position: Q1 2026 in Review

Rockefeller Capital Management increased its Affiliated Managers Group (AMG) stake by 22% in Q1 2026, buying an estimated $221K and bringing the position to 4,045 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Rockefeller Capital Management first reported a position in AMG in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.25M in Q2 2023. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Rockefeller Capital Management held 4,045 shares of Affiliated Managers Group worth $1.12M as of Q1 2026.
  • Rockefeller Capital Management bought 734 Affiliated Managers Group shares in Q1 2026, an estimated $221K.
  • Affiliated Managers Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1554 holding.
  • Rockefeller Capital Management first reported a position in Affiliated Managers Group in Q1 2019 and has held it in 21 quarters since.
  • Rockefeller Capital Management's Affiliated Managers Group position peaked at $2.25M in Q2 2023.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.