Bank of Montreal
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Bank of Montreal’s Affiliated Managers Group AMG Stock Holding History

Bank of Montreal’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
2014
Q1 		– Sell
-2,500
Closed -$542K – 3989
2013
Q4 		$542K Buy
+2,500
New +$499K ﹤0.01% 1778

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 $113B AUM 38.87% 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

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.