Simplex Trading’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $323K | Sell |
955
-496
| -34% | -$154K | ﹤0.01% | 4137 |
|
|
2026
Q1 | $401K | Buy |
+1,451
| New | +$437K | ﹤0.01% | 3530 |
|
|
2024
Q3 | – | Sell |
-84
| Closed | -$13K | – | 8388 |
|
|
2024
Q2 | $13K | Buy |
+84
| New | +$13.4K | ﹤0.01% | 7222 |
|
|
2023
Q3 | – | Sell |
-19
| Closed | -$2.66K | – | 8563 |
|
|
2023
Q2 | $2K | Buy |
+19
| New | +$2.72K | ﹤0.01% | 8352 |
|
|
2023
Q1 | – | Sell |
-135
| Closed | -$21.3K | – | 8921 |
|
|
2022
Q4 | $21K | Buy |
+135
| New | +$19.1K | ﹤0.01% | 6815 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$4K | – | 9818 |
|
|
2022
Q2 | $4K | Sell |
36
-3,934
| -99% | -$506K | ﹤0.01% | 8920 |
|
|
2022
Q1 | $559K | Buy |
3,970
+1,496
| +60% | +$215K | ﹤0.01% | 3704 |
|
|
2021
Q4 | $406K | Buy |
+2,474
| New | +$415K | ﹤0.01% | 4106 |
|
|
2021
Q2 | – | Sell |
-5,614
| Closed | -$896K | – | 9958 |
|
|
2021
Q1 | $836K | Sell |
5,614
-4,180
| -43% | -$546K | ﹤0.01% | 2631 |
|
|
2020
Q4 | $996K | Buy |
+9,794
| New | +$846K | ﹤0.01% | 2568 |
|
|
2020
Q3 | – | Sell |
-984
| Closed | -$68.8K | – | 7715 |
|
|
2020
Q2 | $73K | Sell |
984
-1,804
| -65% | -$122K | ﹤0.01% | 5120 |
|
|
2020
Q1 | $164K | Sell |
2,788
-1,483
| -35% | -$111K | ﹤0.01% | 3816 |
|
|
2019
Q4 | $361K | Buy |
+4,271
| New | +$350K | ﹤0.01% | 3074 |
|
|
2019
Q1 | – | Sell |
-14,767
| Closed | -$1.57M | – | 7067 |
|
|
2018
Q4 | $1.44M | Buy |
14,767
+12,387
| +520% | +$1.4M | ﹤0.01% | 1332 |
|
|
2018
Q3 | $325K | Buy |
2,380
+88
| +4% | +$13K | ﹤0.01% | 3073 |
|
|
2018
Q2 | $340K | Buy |
+2,292
| New | +$378K | ﹤0.01% | 2871 |
|
|
2018
Q1 | – | Sell |
-79
| Closed | -$15.4K | – | 6051 |
|
|
2017
Q4 | $16K | Buy |
+79
| New | +$15.3K | ﹤0.01% | 3487 |
|
|
2017
Q3 | – | Sell |
-783
| Closed | -$139K | – | 5823 |
|
|
2017
Q2 | $129K | Sell |
783
-2,764
| -78% | -$441K | 0.01% | 1545 |
|
|
2017
Q1 | $581K | Sell |
3,547
-1,731
| -33% | -$274K | 0.03% | 605 |
|
|
2016
Q4 | $766K | Buy |
+5,278
| New | +$766K | 0.05% | 346 |
|
|
2016
Q1 | – | Sell |
-1,929
| Closed | -$269K | – | 5511 |
|
|
2015
Q4 | $308K | Buy |
1,929
+864
| +81% | +$149K | 0.02% | 631 |
|
|
2015
Q3 | $182K | Sell |
1,065
-283
| -21% | -$55.6K | 0.01% | 977 |
|
|
2015
Q2 | $294K | Buy |
+1,348
| New | +$300K | 0.02% | 593 |
|
Other funds holding AMG
AI
Simplex Trading's AMG Position: Q2 2026 in Review
Simplex Trading reduced its Affiliated Managers Group (AMG) stake by 34% in Q2 2026, selling an estimated $154K and leaving 955 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #4137.
Simplex Trading first reported a position in AMG in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2018. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.
- Simplex Trading held 955 shares of Affiliated Managers Group worth $323K as of Q2 2026.
- Simplex Trading sold 496 Affiliated Managers Group shares in Q2 2026, an estimated $154K.
- Affiliated Managers Group made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4137 holding.
- Simplex Trading first reported a position in Affiliated Managers Group in Q2 2015 and has held it in 23 quarters since.
- Simplex Trading's Affiliated Managers Group position peaked at $1.44M in Q4 2018.
- 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.