ARL
AMG icon

Altar Rock LLC’s Affiliated Managers Group AMG Stock Holding History

Altar Rock LLC’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 		$3.63M Sell
10,722
-2,747
-20% -$852K 5.3% 6
2026
Q1 		$3.73M Sell
13,469
-2,073
-13% -$625K 4.38% 5
2025
Q4 		$4.48M Buy
+15,542
New +$4.02M 5.37% 2

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 $3.38T AUM 44.17% 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

Altar Rock LLC's AMG Position: Q2 2026 in Review

Altar Rock LLC reduced its Affiliated Managers Group (AMG) stake by 20% in Q2 2026, selling an estimated $852K and leaving 10,722 shares worth $3.63M. The position accounts for 5.3% of the portfolio, ranked #6.

Altar Rock LLC first reported a position in AMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.48M in Q4 2025. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Altar Rock LLC held 10,722 shares of Affiliated Managers Group worth $3.63M as of Q2 2026.
  • Altar Rock LLC sold 2,747 Affiliated Managers Group shares in Q2 2026, an estimated $852K.
  • Affiliated Managers Group made up 5.3% of Altar Rock LLC's portfolio in Q2 2026, its #6 holding.
  • Altar Rock LLC first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 3 quarters since.
  • Altar Rock LLC's Affiliated Managers Group position peaked at $4.48M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Altar Rock LLC's 13F filing for Q2 2026, filed 21 Sep 2026.