Zurich Cantonal Bank’s Affiliated Managers Group AMG Stock Holding History

Zurich Cantonal Bank’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	$14M	Buy	41,269 +31,325	+315%	+$9.71M	0.03%	417
2026 Q1	$2.75M	Buy	+9,944	New	+$3M	0.01%	875
2025 Q4	–	Sell	-7,377	Closed	-$1.91M	–	2587
2025 Q3	$1.76M	Buy	7,377 +464	+7%	+$102K	﹤0.01%	987
2025 Q2	$1.36M	Hold	6,913	–	–	﹤0.01%	1078
2025 Q1	$1.16M	Sell	6,913 -477	-6%	-$83.2K	﹤0.01%	1081
2024 Q4	$1.37M	Buy	7,390 +382	+5%	+$71.3K	﹤0.01%	1041
2024 Q3	$1.25M	Hold	7,008	–	–	﹤0.01%	1014
2024 Q2	$1.09M	Buy	7,008 +517	+8%	+$82.3K	﹤0.01%	1028
2024 Q1	$1.09M	Sell	6,491 -1,142	-15%	-$178K	﹤0.01%	1024
2023 Q4	$1.16M	Buy	7,633 +793	+12%	+$107K	﹤0.01%	991
2023 Q3	$892K	Buy	6,840 +816	+14%	+$114K	﹤0.01%	1032
2023 Q2	$903K	Buy	6,024 +268	+5%	+$38.4K	﹤0.01%	980
2023 Q1	$820K	Buy	5,756 +314	+6%	+$49.6K	﹤0.01%	1000
2022 Q4	$862K	Buy	5,442 +630	+13%	+$89.1K	﹤0.01%	940
2022 Q3	$538K	Hold	4,812	–	–	﹤0.01%	1148
2022 Q2	$561K	Sell	4,812 -694	-13%	-$89.3K	﹤0.01%	1148
2022 Q1	$776K	Sell	5,506 -444	-7%	-$63.8K	﹤0.01%	1054
2021 Q4	$979K	Buy	5,950 +1,537	+35%	+$258K	﹤0.01%	1016
2021 Q3	$667K	Hold	4,413	–	–	﹤0.01%	1113
2021 Q2	$681K	Sell	4,413 -117	-3%	-$18.7K	﹤0.01%	1045
2021 Q1	$675K	Sell	4,530 -1,322	-23%	-$173K	﹤0.01%	1040
2020 Q4	$595K	Hold	5,852	–	–	﹤0.01%	1181
2020 Q3	$400K	Buy	5,852 +438	+8%	+$30.6K	﹤0.01%	1190
2020 Q2	$404K	Buy	5,414 +1,487	+38%	+$101K	﹤0.01%	1116
2020 Q1	$232K	Buy	3,927 +323	+9%	+$24.2K	﹤0.01%	1151
2019 Q4	$305K	Sell	3,604 -7,517	-68%	-$616K	﹤0.01%	1118
2019 Q3	$927K	Buy	11,121 +192	+2%	+$16K	0.01%	809
2019 Q2	$1.01M	Hold	10,929	–	–	0.01%	802
2019 Q1	$1.17M	Hold	10,929	–	–	0.01%	757
2018 Q4	$1.06M	Buy	10,929 +2,600	+31%	+$294K	0.01%	737
2018 Q3	$1.14M	Sell	8,329 -1,335	-14%	-$197K	0.01%	770
2018 Q2	$1.44M	Hold	9,664	–	–	0.01%	733
2018 Q1	$1.83M	Hold	9,664	–	–	0.02%	667
2017 Q4	$1.98M	Sell	9,664 -1,133	-10%	-$220K	0.02%	648
2017 Q3	$2.05M	Buy	10,797 +896	+9%	+$159K	0.02%	629
2017 Q2	$1.64M	Sell	9,901 -4,499	-31%	-$718K	0.02%	676
2017 Q1	$2.36M	Sell	14,400 -3,300	-19%	-$522K	0.02%	593
2016 Q4	$2.57M	Buy	17,700 +5,882	+50%	+$854K	0.03%	562
2016 Q3	$1.71M	Buy	11,818 +4,075	+53%	+$583K	0.02%	666
2016 Q2	$1.09M	Buy	7,743 +217	+3%	+$35.5K	0.01%	675
2016 Q1	$1.22M	Sell	7,526 -2,107	-22%	-$294K	0.02%	667
2015 Q4	$1.54M	Sell	9,633 -578	-6%	-$99.4K	0.02%	608
2015 Q3	$1.75M	Buy	10,211 +693	+7%	+$136K	0.02%	560
2015 Q2	$2.08M	Sell	9,518 -1,815	-16%	-$404K	0.03%	508
2015 Q1	$2.43M	Buy	11,333 +6,388	+129%	+$1.35M	0.03%	471
2014 Q4	$1.05M	Buy	4,945 +900	+22%	+$179K	0.03%	525
2014 Q3	$810K	Buy	4,045 +253	+7%	+$51.6K	0.03%	570
2014 Q2	$779K	Buy	3,792 +378	+11%	+$73.1K	0.02%	620
2014 Q1	$683K	Buy	3,414 +338	+11%	+$66.4K	0.02%	611
2013 Q4	$667K	Buy	3,076 +421	+16%	+$84K	0.02%	573
2013 Q3	$485K	Hold	2,655	–	–	0.02%	612
2013 Q2	$435K	Buy	+2,655	New	+$420K	0.02%	613

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zurich Cantonal Bank's AMG Position: Q2 2026 in Review

Zurich Cantonal Bank increased its Affiliated Managers Group (AMG) stake by 315% in Q2 2026, buying an estimated $9.71M and bringing the position to 41,269 shares worth $14M. The position accounts for 0.03% of the portfolio, ranked #417.

Zurich Cantonal Bank first reported a position in AMG in Q2 2013 and has held it in 52 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Zurich Cantonal Bank held 41,269 shares of Affiliated Managers Group worth $14M as of Q2 2026.
Zurich Cantonal Bank bought 31,325 Affiliated Managers Group shares in Q2 2026, an estimated $9.71M.
Affiliated Managers Group made up 0.03% of Zurich Cantonal Bank's portfolio in Q2 2026, its #417 holding.
Zurich Cantonal Bank first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 52 quarters since.
561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.