Truvestments Capital’s Affiliated Managers Group AMG Stock Holding History

Truvestments 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	$112K	Hold	330	–	–	0.02%	389
2026 Q1	$91.3K	Hold	330	–	–	0.02%	398
2025 Q4	$95.1K	Hold	330	–	–	0.02%	345
2025 Q3	$78.7K	Hold	330	–	–	0.01%	378
2025 Q2	$64.9K	Hold	330	–	–	0.01%	354
2025 Q1	$55.5K	Hold	330	–	–	0.01%	383
2024 Q4	$61K	Hold	330	–	–	0.02%	344
2024 Q3	$58.7K	Buy	+330	New	+$56.1K	0.02%	345
2024 Q2	–	Sell	-330	Closed	-$55.3K	–	243
2024 Q1	$55.3K	Hold	330	–	–	0.02%	340
2023 Q4	$50K	Hold	330	–	–	0.02%	323
2023 Q3	$43K	Hold	330	–	–	0.02%	304
2023 Q2	$49.5K	Hold	330	–	–	0.02%	293
2023 Q1	$47K	Hold	330	–	–	0.03%	296
2022 Q4	$52.3K	Hold	330	–	–	0.03%	295
2022 Q3	$37K	Hold	330	–	–	0.02%	278
2022 Q2	$38K	Buy	+330	New	+$42.5K	0.02%	283
2022 Q1	–	Sell	-330	Closed	-$54K	–	199
2021 Q4	$54K	Hold	330	–	–	0.03%	257
2021 Q3	$50K	Hold	330	–	–	0.03%	253
2021 Q2	$51K	Hold	330	–	–	0.03%	247
2021 Q1	$49K	Hold	330	–	–	0.03%	281
2020 Q4	$33K	Buy	+330	New	+$28.5K	0.02%	307
2020 Q3	–	Sell	-715	Closed	-$53K	–	329
2020 Q2	$53K	Hold	715	–	–	0.05%	200
2020 Q1	$42K	Buy	+715	New	+$53.6K	0.05%	187
2019 Q4	–	Sell	-805	Closed	-$67K	–	161
2019 Q3	$67K	Hold	805	–	–	0.04%	220
2019 Q2	$74K	Buy	+805	New	+$79K	0.05%	216

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 $3.38T AUM 44.17% 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

Truvestments Capital's AMG Position: Q2 2026 in Review

Truvestments Capital held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 330 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #389.

Truvestments Capital first reported a position in AMG in Q2 2019 and has held it in 25 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Truvestments Capital held 330 shares of Affiliated Managers Group worth $112K as of Q2 2026.
Truvestments Capital left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up 0.02% of Truvestments Capital's portfolio in Q2 2026, its #389 holding.
Truvestments Capital first reported a position in Affiliated Managers Group in Q2 2019 and has held it in 25 quarters since.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.