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Basswood Capital Management’s Affiliated Managers Group AMG Stock Holding History

Basswood Capital Management’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 		$3.4M Buy
+12,304
New +$3.71M 0.16% 86
2025
Q3 		– Sell
-15,955
Closed -$3.14M – 114
2025
Q2 		$3.14M Sell
15,955
-63,086
-80% -$10.9M 0.14% 91
2025
Q1 		$13.3M Sell
79,041
-45,200
-36% -$7.88M 0.75% 51
2024
Q4 		$23M Sell
124,241
-7,740
-6% -$1.44M 1.34% 23
2024
Q3 		$23.5M Buy
131,981
+24,379
+23% +$4.14M 1.21% 31
2024
Q2 		$16.8M Buy
107,602
+17,121
+19% +$2.73M 1.09% 39
2024
Q1 		$15.2M Buy
+90,481
New +$14.1M 0.88% 44

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 $95.5B AUM 28.4% 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

Basswood Capital Management's AMG Position: Q1 2026 in Review

Basswood Capital Management opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 12,304 shares worth $3.4M. The stake represents 0.16% of the portfolio and ranks #86 among its holdings. This is a return to the name: Basswood Capital Management previously reported a position in AMG as recently as Q2 2025.

Basswood Capital Management first reported a position in AMG in Q1 2024 and has held it in 7 quarters since. The position peaked at $23.5M in Q3 2024. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Basswood Capital Management held 12,304 shares of Affiliated Managers Group worth $3.4M as of Q1 2026.
  • Affiliated Managers Group was a new Basswood Capital Management position in Q1 2026.
  • Affiliated Managers Group made up 0.16% of Basswood Capital Management's portfolio in Q1 2026, its #86 holding.
  • Basswood Capital Management first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 7 quarters since.
  • Basswood Capital Management's Affiliated Managers Group position peaked at $23.5M in Q3 2024.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Basswood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.