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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

AMG holding history

Affiliated Managers Group, Inc. in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMG overviewAll 13F holders of AMGFull Q2 2026 holdings

Shares (Q2 2026)
66
Value
$22.0K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2021
Holdings of AMG by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666$22.0K<0.1%00.0%UnchangedHolders
Q1 202666$18.0K<0.1%+66NewHolders
Q2 20250$00.0%−22−100.0%Sold outHolders
Q1 202522$4.00K<0.1%+22NewHolders
Q4 20240$00.0%−26,224−100.0%Sold outHolders
Q3 202426,224$4.66M0.2%+26,224NewHolders
Q3 20220$00.0%−402−100.0%Sold outHolders
Q2 2022402$47.0K<0.1%+402NewHolders
Q4 20210$00.0%−401−100.0%Sold outHolders
Q3 2021401$61.0K<0.1%00.0%UnchangedHolders
Q2 2021401$62.0K<0.1%00.0%UnchangedHolders
Q1 2021401$60.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.