Vestmark Advisory Solutions’s Affiliated Managers Group AMG Stock Holding History

Vestmark Advisory Solutions’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	$263K	Sell	777 -14	-2%	-$4.34K	﹤0.01%	1306
2026 Q1	$219K	Buy	+791	New	+$238K	﹤0.01%	1265
2021 Q2	–	Sell	-1,845	Closed	-$275K	–	766
2021 Q1	$275K	Sell	1,845 -1,621	-47%	-$212K	0.02%	618
2020 Q4	$352K	Sell	3,466 -387	-10%	-$33.4K	0.04%	433
2020 Q3	$263K	Sell	3,853 -358	-9%	-$25K	0.04%	464
2020 Q2	$314K	Sell	4,211 -423	-9%	-$28.6K	0.05%	395
2020 Q1	$274K	Buy	+4,634	New	+$347K	0.05%	386

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

Vestmark Advisory Solutions's AMG Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Affiliated Managers Group (AMG) stake by 1.8% in Q2 2026, selling an estimated $4.34K and leaving 777 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Vestmark Advisory Solutions first reported a position in AMG in Q1 2020 and has held it in 7 quarters since. The position peaked at $352K in Q4 2020. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Vestmark Advisory Solutions held 777 shares of Affiliated Managers Group worth $263K as of Q2 2026.
Vestmark Advisory Solutions sold 14 Affiliated Managers Group shares in Q2 2026, an estimated $4.34K.
Affiliated Managers Group made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1306 holding.
Vestmark Advisory Solutions first reported a position in Affiliated Managers Group in Q1 2020 and has held it in 7 quarters since.
Vestmark Advisory Solutions's Affiliated Managers Group position peaked at $352K in Q4 2020.
565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.