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Wallace Capital Management’s Affiliated Managers Group AMG Stock Holding History

Wallace Capital Management’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 		$17.4M Sell
62,874
-2,223
-3% -$670K 2% 13
2025
Q4 		$18.8M Sell
65,097
-1,803
-3% -$466K 2.26% 10
2025
Q3 		$16M Sell
66,900
-185
-0.3% -$40.8K 1.98% 12
2025
Q2 		$13.2M Sell
67,085
-410
-0.6% -$71.1K 1.8% 15
2025
Q1 		$11.3M Sell
67,495
-484
-0.7% -$84.4K 1.45% 14
2024
Q4 		$12.6M Sell
67,979
-1,391
-2% -$260K 1.72% 14
2024
Q3 		$12.3M Sell
69,370
-490
-0.7% -$83.2K 1.67% 14
2024
Q2 		$10.9M Sell
69,860
-446
-0.6% -$71K 1.58% 14
2024
Q1 		$11.8M Sell
70,306
-1,252
-2% -$195K 1.61% 15
2023
Q4 		$10.8M Sell
71,558
-1,821
-2% -$245K 1.61% 14
2023
Q3 		$9.56M Sell
73,379
-5,575
-7% -$780K 1.47% 17
2023
Q2 		$11.8M Sell
78,954
-1,330
-2% -$190K 1.83% 11
2023
Q1 		$11.4M Sell
80,284
-3,745
-4% -$592K 1.87% 12
2022
Q4 		$13.3M Sell
84,029
-2,220
-3% -$314K 2.09% 10
2022
Q3 		$9.65M Sell
86,249
-1,331
-2% -$167K 1.61% 14
2022
Q2 		$10.7M Sell
87,580
-1,629
-2% -$210K 1.61% 15
2022
Q1 		$11.6M Sell
89,209
-39,669
-31% -$5.7M 1.75% 13
2021
Q4 		$21.2M Sell
128,878
-9,060
-7% -$1.52M 2.97% 7
2021
Q3 		$20.8M Sell
137,938
-829
-0.6% -$136K 2.83% 8
2021
Q2 		$21.4M Sell
138,767
-35,010
-20% -$5.58M 2.81% 8
2021
Q1 		$27.4M Buy
173,777
+4,452
+3% +$582K 3.59% 6
2020
Q4 		$17.2M Sell
169,325
-3,512
-2% -$303K 2.62% 9
2020
Q3 		$11.8M Sell
172,837
-20,445
-11% -$1.43M 2.07% 11
2020
Q2 		$14.4M Sell
193,282
-7,829
-4% -$529K 2.63% 9
2020
Q1 		$11.9M Buy
201,111
+16,439
+9% +$1.23M 2.28% 11
2019
Q4 		$15.6M Buy
184,672
+76,171
+70% +$6.25M 2.15% 16
2019
Q3 		$9.04M Buy
+108,501
New +$9.07M 1.18% 23

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

Wallace Capital Management's AMG Position: Q1 2026 in Review

Wallace Capital Management reduced its Affiliated Managers Group (AMG) stake by 3.4% in Q1 2026, selling an estimated $670K and leaving 62,874 shares worth $17.4M. The position accounts for 2% of the portfolio, ranked #13.

Wallace Capital Management first reported a position in AMG in Q3 2019 and has held it in 27 quarters since. The position peaked at $27.4M in Q1 2021. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Wallace Capital Management held 62,874 shares of Affiliated Managers Group worth $17.4M as of Q1 2026.
  • Wallace Capital Management sold 2,223 Affiliated Managers Group shares in Q1 2026, an estimated $670K.
  • Affiliated Managers Group made up 2% of Wallace Capital Management's portfolio in Q1 2026, its #13 holding.
  • Wallace Capital Management first reported a position in Affiliated Managers Group in Q3 2019 and has held it in 27 quarters since.
  • Wallace Capital Management's Affiliated Managers Group position peaked at $27.4M in Q1 2021.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.