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Xponance’s Affiliated Managers Group AMG Stock Holding History

Xponance’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 		$1.05M Sell
3,113
-250
-7% -$77.5K 0.01% 783
2026
Q1 		$931K Buy
3,363
+780
+30% +$235K 0.01% 770
2025
Q4 		$745K Sell
2,583
-563
-18% -$146K 0.01% 783
2025
Q3 		$750K Sell
3,146
-32
-1% -$7.05K 0.01% 802
2025
Q2 		$625K Sell
3,178
-242
-7% -$42K 0.01% 870
2025
Q1 		$575K Sell
3,420
-339
-9% -$59.1K 0.01% 892
2024
Q4 		$695K Buy
3,759
+132
+4% +$24.6K 0.01% 849
2024
Q3 		$645K Sell
3,627
-141
-4% -$23.9K 0.01% 853
2024
Q2 		$589K Sell
3,768
-884
-19% -$141K 0.01% 859
2024
Q1 		$779K Buy
4,652
+332
+8% +$51.6K 0.01% 794
2023
Q4 		$654K Sell
4,320
-177
-4% -$23.8K 0.01% 837
2023
Q3 		$586K Buy
4,497
+64
+1% +$8.95K 0.01% 825
2023
Q2 		$664K Sell
4,433
-548
-11% -$78.4K 0.01% 799
2023
Q1 		$709K Buy
4,981
+35
+0.7% +$5.53K 0.01% 783
2022
Q4 		$784K Buy
4,946
+442
+10% +$62.5K 0.01% 722
2022
Q3 		$504K Sell
4,504
-99
-2% -$12.4K 0.01% 842
2022
Q2 		$537K Buy
4,603
+161
+4% +$20.7K 0.01% 831
2022
Q1 		$626K Sell
4,442
-66
-1% -$9.48K 0.01% 800
2021
Q4 		$742K Sell
4,508
-101
-2% -$16.9K 0.01% 739
2021
Q3 		$696K Sell
4,609
-263
-5% -$43.1K 0.01% 732
2021
Q2 		$751K Buy
4,872
+393
+9% +$62.7K 0.01% 731
2021
Q1 		$668K Sell
4,479
-294
-6% -$38.4K 0.01% 645
2020
Q4 		$485K Sell
4,773
-130
-3% -$11.2K 0.01% 758
2020
Q3 		$335K Buy
4,903
+610
+14% +$42.6K 0.01% 813
2020
Q2 		$320K Buy
+4,293
New +$290K 0.01% 804

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

Xponance's AMG Position: Q2 2026 in Review

Xponance reduced its Affiliated Managers Group (AMG) stake by 7.4% in Q2 2026, selling an estimated $77.5K and leaving 3,113 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #783.

Xponance first reported a position in AMG in Q2 2020 and has held it in 25 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Xponance held 3,113 shares of Affiliated Managers Group worth $1.05M as of Q2 2026.
  • Xponance sold 250 Affiliated Managers Group shares in Q2 2026, an estimated $77.5K.
  • Affiliated Managers Group made up 0.01% of Xponance's portfolio in Q2 2026, its #783 holding.
  • Xponance first reported a position in Affiliated Managers Group in Q2 2020 and has held it in 25 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.