ZIM
AMG icon

Zacks Investment Management’s Affiliated Managers Group AMG Stock Holding History

Zacks Investment 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 		$10.9M Sell
32,115
-609
-2% -$189K 0.08% 171
2026
Q1 		$9.05M Buy
32,724
+1,253
+4% +$378K 0.07% 170
2025
Q4 		$9.07M Buy
31,471
+279
+0.9% +$72.1K 0.07% 179
2025
Q3 		$7.44M Buy
31,192
+4,981
+19% +$1.1M 0.06% 189
2025
Q2 		$5.16M Buy
+26,211
New +$4.55M 0.04% 212
2015
Q3 		– Sell
-7,411
Closed -$1.62M – 580
2015
Q2 		$1.62M Sell
7,411
-1,862
-20% -$414K 0.05% 209
2015
Q1 		$1.99M Buy
+9,273
New +$1.96M 0.06% 186
2013
Q3 		– Sell
-1,372
Closed -$225K – 639
2013
Q2 		$225K Buy
+1,372
New +$217K 0.01% 547

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

Zacks Investment Management's AMG Position: Q2 2026 in Review

Zacks Investment Management reduced its Affiliated Managers Group (AMG) stake by 1.9% in Q2 2026, selling an estimated $189K and leaving 32,115 shares worth $10.9M. The position accounts for 0.08% of the portfolio, ranked #171.

Zacks Investment Management first reported a position in AMG in Q2 2013 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Zacks Investment Management held 32,115 shares of Affiliated Managers Group worth $10.9M as of Q2 2026.
  • Zacks Investment Management sold 609 Affiliated Managers Group shares in Q2 2026, an estimated $189K.
  • Affiliated Managers Group made up 0.08% of Zacks Investment Management's portfolio in Q2 2026, its #171 holding.
  • Zacks Investment Management first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 8 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.