Bank of Montreal
AMG icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal's AMG Position: Q2 2026 in Review

Bank of Montreal increased its Affiliated Managers Group (AMG) stake by 1.9% in Q2 2026, buying an estimated $93K and bringing the position to 16,429 shares worth $5.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Bank of Montreal first reported a position in AMG in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.2M in Q2 2015. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Bank of Montreal held 16,429 shares of Affiliated Managers Group worth $5.56M as of Q2 2026.
  • Bank of Montreal bought 300 Affiliated Managers Group shares in Q2 2026, an estimated $93K.
  • Affiliated Managers Group made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1337 holding.
  • Bank of Montreal first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Affiliated Managers Group position peaked at $24.2M in Q2 2015.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.