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Rossby Financial’s Affiliated Managers Group AMG Stock Holding History

Rossby Financial’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 		$9.47K Sell
28
-1
-3% -$310 ﹤0.01% 1193
2026
Q1 		$7.93K Sell
29
-312
-91% -$94K ﹤0.01% 1341
2025
Q4 		$98.3K Sell
341
-4
-1% -$1.03K 0.03% 413
2025
Q3 		$79.7K Sell
345
-13
-4% -$2.87K 0.03% 440
2025
Q2 		$70.4K Buy
358
+11
+3% +$1.91K 0.03% 427
2025
Q1 		$56.4K Buy
+347
New +$60.5K 0.02% 460

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 $3.37T AUM 44.26% 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

Rossby Financial's AMG Position: Q2 2026 in Review

Rossby Financial reduced its Affiliated Managers Group (AMG) stake by 3.4% in Q2 2026, selling an estimated $310 and leaving 28 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Rossby Financial first reported a position in AMG in Q1 2025 and has held it in 6 quarters since. The position peaked at $98.3K in Q4 2025. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Rossby Financial held 28 shares of Affiliated Managers Group worth $9.47K as of Q2 2026.
  • Rossby Financial sold 1 Affiliated Managers Group share in Q2 2026, an estimated $310.
  • Affiliated Managers Group made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1193 holding.
  • Rossby Financial first reported a position in Affiliated Managers Group in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Affiliated Managers Group position peaked at $98.3K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.