Autumn Glory Partners’s Affiliated Managers Group AMG Stock Holding History

Autumn Glory Partners’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 Q3	$293K	Hold	802	–	–	0.08%	157
2026 Q2	$271K	Sell	802 -125	-13%	-$38.8K	0.08%	180
2026 Q1	$257K	Buy	927 +2	+0.2%	+$603	0.09%	177
2025 Q4	$267K	Hold	925	–	–	0.09%	174
2025 Q3	$221K	Buy	+925	New	+$204K	0.09%	179
2023 Q2	–	Sell	-1,850	Closed	-$263K	–	139
2023 Q1	$263K	Buy	+1,850	New	+$292K	0.23%	102
2022 Q1	–	Sell	-1,855	Closed	-$305K	–	150
2021 Q4	$305K	Buy	+1,855	New	+$311K	0.13%	160

Other funds holding AMG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Autumn Glory Partners's AMG Position: Q3 2026 in Review

Autumn Glory Partners held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 802 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #157.

Autumn Glory Partners first reported a position in AMG in Q4 2021 and has held it in 7 quarters since. The position peaked at $305K in Q4 2021. 303 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Autumn Glory Partners held 802 shares of Affiliated Managers Group worth $293K as of Q3 2026.
Autumn Glory Partners left its Affiliated Managers Group share count unchanged in Q3 2026.
Affiliated Managers Group made up 0.08% of Autumn Glory Partners's portfolio in Q3 2026, its #157 holding.
Autumn Glory Partners first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 7 quarters since.
Autumn Glory Partners's Affiliated Managers Group position peaked at $305K in Q4 2021.
303 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.