TCA
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Transcend Capital Advisors’s Affiliated Managers Group AMG Stock Holding History

Transcend Capital 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
Q1 		$263K Hold
949
– – 0.02% 593
2025
Q4 		$274K Hold
949
– – 0.02% 551
2025
Q3 		$226K Buy
+949
New +$209K 0.02% 623

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Transcend Capital Advisors's AMG Position: Q1 2026 in Review

Transcend Capital Advisors held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 949 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #593.

Transcend Capital Advisors first reported a position in AMG in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Transcend Capital Advisors held 949 shares of Affiliated Managers Group worth $263K as of Q1 2026.
  • Transcend Capital Advisors left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #593 holding.
  • Transcend Capital Advisors first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 3 quarters since.
  • Transcend Capital Advisors's Affiliated Managers Group position peaked at $274K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.