Bank of Montreal’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.46M | Buy |
16,129
+489
| +3% | +$147K | ﹤0.01% | 1359 |
|
|
2025
Q4 | $4.51M | Buy |
15,640
+977
| +7% | +$253K | ﹤0.01% | 1361 |
|
|
2025
Q3 | $3.5M | Sell |
14,663
-950
| -6% | -$209K | ﹤0.01% | 1447 |
|
|
2025
Q2 | $3.07M | Sell |
15,613
-2,737
| -15% | -$475K | ﹤0.01% | 1435 |
|
|
2025
Q1 | $3.08M | Buy |
18,350
+519
| +3% | +$90.5K | ﹤0.01% | 1352 |
|
|
2024
Q4 | $3.3M | Sell |
17,831
-52,626
| -75% | -$9.82M | ﹤0.01% | 1363 |
|
|
2024
Q3 | $12.4M | Buy |
70,457
+54,003
| +328% | +$9.17M | 0.01% | 956 |
|
|
2024
Q2 | $2.64M | Buy |
16,454
+3,867
| +31% | +$616K | ﹤0.01% | 1537 |
|
|
2024
Q1 | $2.09M | Sell |
12,587
-2,785
| -18% | -$433K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $2.35M | Buy |
15,372
+232
| +2% | +$31.2K | ﹤0.01% | 1608 |
|
|
2023
Q3 | $2.05M | Buy |
15,140
+3,505
| +30% | +$490K | ﹤0.01% | 1691 |
|
|
2023
Q2 | $1.75M | Sell |
11,635
-8,522
| -42% | -$1.22M | ﹤0.01% | 1880 |
|
|
2023
Q1 | $2.87M | Buy |
20,157
+9,699
| +93% | +$1.53M | ﹤0.01% | 1500 |
|
|
2022
Q4 | $1.68M | Buy |
10,458
+3,582
| +52% | +$507K | ﹤0.01% | 1870 |
|
|
2022
Q3 | $795 | Sell |
6,876
-6,731
| -49% | -$845K | ﹤0.01% | 2311 |
|
|
2022
Q2 | $1.67K | Buy |
13,607
+5,123
| +60% | +$659K | ﹤0.01% | 1990 |
|
|
2022
Q1 | $1.24M | Buy |
8,484
+3,992
| +89% | +$574K | ﹤0.01% | 2199 |
|
|
2021
Q4 | $747K | Sell |
4,492
-25,856
| -85% | -$4.34M | ﹤0.01% | 2122 |
|
|
2021
Q3 | $4.74M | Buy |
30,348
+21,580
| +246% | +$3.53M | ﹤0.01% | 1660 |
|
|
2021
Q2 | $1.37M | Buy |
8,768
+398
| +5% | +$63.5K | ﹤0.01% | 2290 |
|
|
2021
Q1 | $1.29M | Sell |
8,370
-13,933
| -62% | -$1.82M | ﹤0.01% | 2013 |
|
|
2020
Q4 | $2.39M | Buy |
22,303
+195
| +0.9% | +$16.8K | ﹤0.01% | 1741 |
|
|
2020
Q3 | $1.58M | Sell |
22,108
-1,563
| -7% | -$109K | ﹤0.01% | 1768 |
|
|
2020
Q2 | $1.64M | Sell |
23,671
-6,836
| -22% | -$462K | ﹤0.01% | 1726 |
|
|
2020
Q1 | $1.73M | Sell |
30,507
-14,291
| -32% | -$1.07M | ﹤0.01% | 1486 |
|
|
2019
Q4 | $3.8M | Sell |
44,798
-24,405
| -35% | -$2M | ﹤0.01% | 1510 |
|
|
2019
Q3 | $5.77M | Buy |
69,203
+13,035
| +23% | +$1.09M | 0.01% | 1131 |
|
|
2019
Q2 | $5.17M | Sell |
56,168
-60,967
| -52% | -$5.98M | ﹤0.01% | 1186 |
|
|
2019
Q1 | $12.5M | Buy |
117,135
+56,810
| +94% | +$6.04M | 0.01% | 775 |
|
|
2018
Q4 | $5.88M | Buy |
60,325
+1,370
| +2% | +$155K | 0.01% | 1005 |
|
|
2018
Q3 | $8.06M | Sell |
58,955
-21,258
| -27% | -$3.14M | 0.01% | 981 |
|
|
2018
Q2 | $11.9M | Sell |
80,213
-25,966
| -24% | -$4.28M | 0.01% | 814 |
|
|
2018
Q1 | $20.1M | Buy |
106,179
+29,135
| +38% | +$5.68M | 0.02% | 607 |
|
|
2017
Q4 | $15.8M | Buy |
77,044
+39,272
| +104% | +$7.61M | 0.01% | 695 |
|
|
2017
Q3 | $7.17M | Buy |
37,772
+3,656
| +11% | +$650K | 0.01% | 991 |
|
|
2017
Q2 | $5.66M | Sell |
34,116
-9,569
| -22% | -$1.53M | 0.01% | 1102 |
|
|
2017
Q1 | $7.16M | Buy |
43,685
+13,540
| +45% | +$2.14M | 0.01% | 934 |
|
|
2016
Q4 | $4.47M | Sell |
30,145
-4,074
| -12% | -$592K | ﹤0.01% | 1140 |
|
|
2016
Q3 | $4.95M | Sell |
34,219
-10,291
| -23% | -$1.47M | 0.01% | 1105 |
|
|
2016
Q2 | $6.27M | Sell |
44,510
-197
| -0.4% | -$32.2K | 0.01% | 1004 |
|
|
2016
Q1 | $7.26M | Sell |
44,707
-13,552
| -23% | -$1.89M | 0.01% | 872 |
|
|
2015
Q4 | $9.31M | Buy |
58,259
+149
| +0.3% | +$25.6K | 0.01% | 752 |
|
|
2015
Q3 | $9.94M | Sell |
58,110
-52,473
| -47% | -$10.3M | 0.01% | 705 |
|
|
2015
Q2 | $24.2M | Buy |
110,583
+88,563
| +402% | +$19.7M | 0.03% | 455 |
|
|
2015
Q1 | $4.73M | Buy |
22,020
+10,183
| +86% | +$2.15M | 0.01% | 1069 |
|
|
2014
Q4 | $2.51M | Buy |
11,837
+1,372
| +13% | +$273K | ﹤0.01% | 1322 |
|
|
2014
Q3 | $2.1M | Sell |
10,465
-1,115
| -10% | -$228K | ﹤0.01% | 1450 |
|
|
2014
Q2 | $0 | Sell |
11,580
-127,293
| -92% | -$24.6M | ﹤0.01% | 4659 |
|
|
2014
Q1 | $0 | Buy |
138,873
+93,009
| +203% | +$18.3M | ﹤0.01% | 3988 |
|
|
2013
Q4 | $9.95M | Buy |
45,864
+770
| +2% | +$154K | 0.01% | 590 |
|
|
2013
Q3 | $8.24M | Buy |
45,094
+18,440
| +69% | +$3.27M | 0.01% | 576 |
|
|
2013
Q2 | $4.37M | Buy |
+26,654
| New | +$4.22M | 0.01% | 781 |
|
Other funds holding AMG
VPM
VCM
AI
Bank of Montreal's AMG Position: Q1 2026 in Review
Bank of Montreal increased its Affiliated Managers Group (AMG) stake by 3.1% in Q1 2026, buying an estimated $147K and bringing the position to 16,129 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.
Bank of Montreal first reported a position in AMG in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.2M in Q2 2015. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.
- Bank of Montreal held 16,129 shares of Affiliated Managers Group worth $4.46M as of Q1 2026.
- Bank of Montreal bought 489 Affiliated Managers Group shares in Q1 2026, an estimated $147K.
- Affiliated Managers Group made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1359 holding.
- Bank of Montreal first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Affiliated Managers Group position peaked at $24.2M in Q2 2015.
- 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.