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Brooklyn Investment Group’s Affiliated Managers Group AMG Stock Holding History

Brooklyn Investment Group’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 		$400K Buy
1,444
+533
+59% +$161K 0.01% 1204
2025
Q4 		$266K Buy
+911
New +$235K 0.01% 1149
2025
Q3 		– Sell
-388
Closed -$76.3K – 757
2025
Q2 		$76.3K Buy
388
+11
+3% +$1.91K 0.01% 1098
2025
Q1 		$63.3K Buy
377
+102
+37% +$17.8K 0.01% 681
2024
Q4 		$50.9K Hold
275
– – 0.02% 529
2024
Q3 		$48.9K Buy
+275
New +$46.7K 0.02% 482

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's AMG Position: Q1 2026 in Review

Brooklyn Investment Group increased its Affiliated Managers Group (AMG) stake by 59% in Q1 2026, buying an estimated $161K and bringing the position to 1,444 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1204.

Brooklyn Investment Group first reported a position in AMG in Q3 2024 and has held it in 6 quarters since. 545 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Brooklyn Investment Group held 1,444 shares of Affiliated Managers Group worth $400K as of Q1 2026.
  • Brooklyn Investment Group bought 533 Affiliated Managers Group shares in Q1 2026, an estimated $161K.
  • Affiliated Managers Group made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1204 holding.
  • Brooklyn Investment Group first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 6 quarters since.
  • 545 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.