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Steve Schonfeld’s Affiliated Managers Group AMG Stock Holding History

Steve Schonfeld’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
2021
Q1 		– Sell
-50,100
Closed -$5.09M – 1763
2020
Q4 		$5.09M Buy
+50,100
New +$4.33M 0.07% 390

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

Steve Schonfeld's AMG Position: Q2 2026 in Review

Steve Schonfeld reduced its Affiliated Managers Group (AMG) stake by 60% in Q2 2026, selling an estimated $12.3M and leaving 26,713 shares worth $9.04M. The position accounts for 0.03% of the portfolio, ranked #443.

Steve Schonfeld first reported a position in AMG in Q1 2016 and has held it in 29 quarters since. The position peaked at $23.3M in Q3 2022. 560 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Steve Schonfeld held 26,713 shares of Affiliated Managers Group worth $9.04M as of Q2 2026.
  • Steve Schonfeld sold 39,541 Affiliated Managers Group shares in Q2 2026, an estimated $12.3M.
  • Affiliated Managers Group made up 0.03% of Steve Schonfeld's portfolio in Q2 2026, its #443 holding.
  • Steve Schonfeld first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 29 quarters since.
  • Steve Schonfeld's Affiliated Managers Group position peaked at $23.3M in Q3 2022.
  • 560 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.