Summit Trail Advisors’s Affiliated Managers Group AMG Stock Holding History

Summit Trail Advisors’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	$1.99M	Sell	5,873 -2,735	-32%	-$848K	0.03%	615
2026 Q1	$2.38M	Buy	8,608 +2,390	+38%	+$720K	0.03%	419
2025 Q4	$1.79M	Sell	6,218 -621	-9%	-$161K	0.03%	478
2025 Q3	$1.63M	Buy	6,839 +4,044	+145%	+$891K	0.02%	553
2025 Q2	$550K	Buy	+2,795	New	+$485K	0.01%	702
2024 Q4	–	Sell	-1,573	Closed	-$280K	–	417
2024 Q3	$280K	Buy	+1,573	New	+$267K	0.01%	566
2018 Q1	–	Sell	-236	Closed	-$49K	–	479
2017 Q4	$49K	Buy	+236	New	+$45.7K	0.01%	822

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

Summit Trail Advisors's AMG Position: Q2 2026 in Review

Summit Trail Advisors reduced its Affiliated Managers Group (AMG) stake by 32% in Q2 2026, selling an estimated $848K and leaving 5,873 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #615.

Summit Trail Advisors first reported a position in AMG in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.38M in Q1 2026. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Summit Trail Advisors held 5,873 shares of Affiliated Managers Group worth $1.99M as of Q2 2026.
Summit Trail Advisors sold 2,735 Affiliated Managers Group shares in Q2 2026, an estimated $848K.
Affiliated Managers Group made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #615 holding.
Summit Trail Advisors first reported a position in Affiliated Managers Group in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's Affiliated Managers Group position peaked at $2.38M in Q1 2026.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.