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Vident Advisory’s Affiliated Managers Group AMG Stock Holding History

Vident Advisory’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 		$809K Sell
2,392
-3,814
-61% -$1.18M 0.01% 1095
2026
Q1 		$1.72M Buy
6,206
+3,789
+157% +$1.14M 0.01% 670
2025
Q4 		$697K Sell
2,417
-250
-9% -$64.6K 0.01% 980
2025
Q3 		$636K Sell
2,667
-33
-1% -$7.27K 0.01% 1057
2025
Q2 		$531K Sell
2,700
-67
-2% -$11.6K 0.01% 1011
2025
Q1 		$465K Sell
2,767
-116
-4% -$20.2K 0.01% 1075
2024
Q4 		$533K Sell
2,883
-21
-0.7% -$3.92K 0.01% 908
2024
Q3 		$516K Sell
2,904
-185
-6% -$31.4K 0.01% 900
2024
Q2 		$483K Sell
3,089
-497
-14% -$79.1K 0.01% 905
2024
Q1 		$601K Sell
3,586
-23,844
-87% -$3.71M 0.01% 750
2023
Q4 		$4.15M Buy
27,430
+656
+2% +$88.1K 0.1% 211
2023
Q3 		$3.49M Buy
+26,774
New +$3.75M 0.11% 195

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

Vident Advisory's AMG Position: Q2 2026 in Review

Vident Advisory reduced its Affiliated Managers Group (AMG) stake by 61% in Q2 2026, selling an estimated $1.18M and leaving 2,392 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #1095.

Vident Advisory first reported a position in AMG in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.15M in Q4 2023. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Vident Advisory held 2,392 shares of Affiliated Managers Group worth $809K as of Q2 2026.
  • Vident Advisory sold 3,814 Affiliated Managers Group shares in Q2 2026, an estimated $1.18M.
  • Affiliated Managers Group made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #1095 holding.
  • Vident Advisory first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 12 quarters since.
  • Vident Advisory's Affiliated Managers Group position peaked at $4.15M in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.