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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
Q2 		$19.7M Sell
58,334
-4,540
-7% -$1.41M 2.16% 10
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 $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 $3.37T AUM 44.26% 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

Wallace Capital Management's AMG Position: Q2 2026 in Review

Wallace Capital Management reduced its Affiliated Managers Group (AMG) stake by 7.2% in Q2 2026, selling an estimated $1.41M and leaving 58,334 shares worth $19.7M. The position accounts for 2.16% of the portfolio, ranked #10.

Wallace Capital Management first reported a position in AMG in Q3 2019 and has held it in 28 quarters since. The position peaked at $27.4M in Q1 2021. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Wallace Capital Management held 58,334 shares of Affiliated Managers Group worth $19.7M as of Q2 2026.
  • Wallace Capital Management sold 4,540 Affiliated Managers Group shares in Q2 2026, an estimated $1.41M.
  • Affiliated Managers Group made up 2.16% of Wallace Capital Management's portfolio in Q2 2026, its #10 holding.
  • Wallace Capital Management first reported a position in Affiliated Managers Group in Q3 2019 and has held it in 28 quarters since.
  • Wallace Capital Management's Affiliated Managers Group position peaked at $27.4M in Q1 2021.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Wallace Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.