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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Autumn Glory Partners's AMG Position: Q1 2026 in Review

Autumn Glory Partners increased its Affiliated Managers Group (AMG) stake by 0.22% in Q1 2026, buying an estimated $603 and bringing the position to 927 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #177.

Autumn Glory Partners first reported a position in AMG in Q4 2021 and has held it in 5 quarters since. The position peaked at $305K in Q4 2021. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

Autumn Glory Partners held 927 shares of Affiliated Managers Group worth $257K as of Q1 2026.
Autumn Glory Partners bought 2 Affiliated Managers Group shares in Q1 2026, an estimated $603.
Affiliated Managers Group made up 0.09% of Autumn Glory Partners's portfolio in Q1 2026, its #177 holding.
Autumn Glory Partners first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 5 quarters since.
Autumn Glory Partners's Affiliated Managers Group position peaked at $305K in Q4 2021.
543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.