Savant Capital’s Affiliated Managers Group AMG Stock Holding History

Savant 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 Q2	–	Sell	-1,495	Closed	-$414K	–	1845
2026 Q1	$414K	Buy	+1,495	New	+$450K	﹤0.01%	1008

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

Savant Capital's AMG Position: Q2 2026 in Review

Savant Capital sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 1,495 shares — an estimated $414K sold.

Savant Capital first reported a position in AMG in Q1 2026 and held it in 1 quarter. The position peaked at $414K in Q1 2026. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Savant Capital reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
Savant Capital sold 1,495 Affiliated Managers Group shares in Q2 2026, an estimated $414K.
Savant Capital first reported a position in Affiliated Managers Group in Q1 2026 and held it in 1 quarter.
Savant Capital's Affiliated Managers Group position peaked at $414K in Q1 2026.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.