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Schubert & Co

SEC CIK
0001894830
Latest filing
Jul 30, 2026

AMG holding history

Affiliated Managers Group, Inc. in every 13F filed by Schubert & Co, 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)
2,204
Value
$745.8K
% of portfolio
0.5%
Quarters held
14
Since Q4 2021
Holdings of AMG by Schubert & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,204$745.8K0.5%−6−0.3%ReducedHolders
Q1 20262,210$611.5K0.5%−3−0.1%ReducedHolders
Q4 20252,213$638.0K0.5%+10+0.5%AddedHolders
Q3 20252,203$525.3K0.4%+6+0.3%AddedHolders
Q2 20252,197$432.3K0.3%−973−30.7%ReducedHolders
Q1 20253,170$532.7K0.4%−534−14.4%ReducedHolders
Q4 20243,704$684.9K0.5%+6+0.2%AddedHolders
Q3 20243,698$657.5K0.5%+3,698NewHolders
Q2 20230$00.0%−29−100.0%Sold outHolders
Q1 202329$4.13K<0.1%−2−6.5%ReducedHolders
Q4 202231$4.91K<0.1%−2−6.1%ReducedHolders
Q3 202233$4.00K<0.1%+8+32.0%AddedHolders
Q2 202225$3.00K<0.1%+14+127.3%AddedHolders
Q1 202211$2.00K<0.1%+3+37.5%AddedHolders
Q4 20218$1.00K<0.1%–No prior filingHolders