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Atria Investments’s Affiliated Managers Group AMG Stock Holding History

Atria Investments’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
Q1 		$300K Sell
1,083
-192
-15% -$57.9K ﹤0.01% 1758
2025
Q4 		$367K Buy
1,275
+298
+31% +$77K ﹤0.01% 1630
2025
Q3 		$233K Buy
+977
New +$215K ﹤0.01% 1864
2025
Q2 		– Sell
-2,525
Closed -$424K – 1985
2025
Q1 		$424K Sell
2,525
-246
-9% -$42.9K 0.01% 1442
2024
Q4 		$512K Sell
2,771
-265
-9% -$49.5K 0.01% 1315
2024
Q3 		$540K Buy
+3,036
New +$516K 0.01% 1281
2021
Q2 		– Sell
-9,362
Closed -$1.4M – 763
2021
Q1 		$1.4M Sell
9,362
-17,004
-64% -$2.22M 0.03% 585
2020
Q4 		$2.68M Sell
26,366
-810
-3% -$70K 0.06% 332
2020
Q3 		$1.86M Buy
27,176
+981
+4% +$68.6K 0.06% 366
2020
Q2 		$1.95M Buy
26,195
+4,307
+20% +$291K 0.07% 316
2020
Q1 		$1.29M Buy
+21,888
New +$1.64M 0.1% 191
2013
Q3 		– Sell
-2,470
Closed -$405K – 445
2013
Q2 		$405K Buy
+2,470
New +$391K 0.05% 222

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's AMG Position: Q1 2026 in Review

Atria Investments reduced its Affiliated Managers Group (AMG) stake by 15% in Q1 2026, selling an estimated $57.9K and leaving 1,083 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Atria Investments first reported a position in AMG in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.68M in Q4 2020. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Atria Investments held 1,083 shares of Affiliated Managers Group worth $300K as of Q1 2026.
  • Atria Investments sold 192 Affiliated Managers Group shares in Q1 2026, an estimated $57.9K.
  • Affiliated Managers Group made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1758 holding.
  • Atria Investments first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 12 quarters since.
  • Atria Investments's Affiliated Managers Group position peaked at $2.68M in Q4 2020.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.