Wedge Capital Management
AMG icon

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

Wedge 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
Q3 		$2.88M Buy
7,872
+713
+10% +$258K 0.05% 268
2026
Q2 		$2.42M Sell
7,159
-543
-7% -$168K 0.04% 304
2026
Q1 		$2.13M Buy
7,702
+616
+9% +$186K 0.04% 336
2025
Q4 		$2.04M Sell
7,086
-415
-6% -$107K 0.04% 341
2025
Q3 		$1.79M Sell
7,501
-1,001
-12% -$221K 0.03% 362
2025
Q2 		$1.67M Sell
8,502
-32
-0.4% -$5.55K 0.03% 352
2025
Q1 		$1.43M Buy
8,534
+1,207
+16% +$210K 0.03% 370
2024
Q4 		$1.35M Sell
7,327
-656
-8% -$122K 0.02% 381
2024
Q3 		$1.42M Buy
7,983
+417
+6% +$70.8K 0.02% 369
2024
Q2 		$1.18M Buy
7,566
+33
+0.4% +$5.25K 0.02% 375
2024
Q1 		$1.26M Buy
7,533
+722
+11% +$112K 0.02% 375
2023
Q4 		$1.03M Buy
6,811
+810
+13% +$109K 0.02% 360
2023
Q3 		$782K Sell
6,001
-7,674
-56% -$1.07M 0.02% 374
2023
Q2 		$2.05M Buy
13,675
+12,182
+816% +$1.74M 0.03% 365
2023
Q1 		$213K Buy
1,493
+40
+3% +$6.32K ﹤0.01% 401
2022
Q4 		$230K Buy
+1,453
New +$206K ﹤0.01% 383
2021
Q3 		– Sell
-1,314
Closed -$203K – 402
2021
Q2 		$203K Sell
1,314
-565
-30% -$90.1K ﹤0.01% 381
2021
Q1 		$280K Sell
1,879
-932
-33% -$122K ﹤0.01% 453
2020
Q4 		$286K Sell
2,811
-338
-11% -$29.2K ﹤0.01% 477
2020
Q3 		$215K Buy
3,149
+70
+2% +$4.89K ﹤0.01% 489
2020
Q2 		$230K Buy
+3,079
New +$208K ﹤0.01% 453

Other funds holding AMG

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Wedge Capital Management's AMG Position: Q3 2026 in Review

Wedge Capital Management increased its Affiliated Managers Group (AMG) stake by 10% in Q3 2026, buying an estimated $258K and bringing the position to 7,872 shares worth $2.88M. The position accounts for 0.05% of the portfolio, ranked #268.

Wedge Capital Management first reported a position in AMG in Q2 2020 and has held it in 21 quarters since. 140 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Wedge Capital Management held 7,872 shares of Affiliated Managers Group worth $2.88M as of Q3 2026.
  • Wedge Capital Management bought 713 Affiliated Managers Group shares in Q3 2026, an estimated $258K.
  • Affiliated Managers Group made up 0.05% of Wedge Capital Management's portfolio in Q3 2026, its #268 holding.
  • Wedge Capital Management first reported a position in Affiliated Managers Group in Q2 2020 and has held it in 21 quarters since.
  • 140 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.