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CSM Advisors’s Affiliated Managers Group AMG Stock Holding History

CSM Advisors’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 		$950K Buy
3,436
+249
+8% +$75K 0.02% 336
2025
Q4 		$919K Buy
3,187
+479
+18% +$124K 0.03% 332
2025
Q3 		$646K Sell
2,708
-1,350
-33% -$298K 0.02% 361
2025
Q2 		$798K Buy
+4,058
New +$704K 0.02% 313

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

CSM Advisors's AMG Position: Q1 2026 in Review

CSM Advisors increased its Affiliated Managers Group (AMG) stake by 7.8% in Q1 2026, buying an estimated $75K and bringing the position to 3,436 shares worth $950K. The position accounts for 0.02% of the portfolio, ranked #336.

CSM Advisors first reported a position in AMG in Q2 2025 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • CSM Advisors held 3,436 shares of Affiliated Managers Group worth $950K as of Q1 2026.
  • CSM Advisors bought 249 Affiliated Managers Group shares in Q1 2026, an estimated $75K.
  • Affiliated Managers Group made up 0.02% of CSM Advisors's portfolio in Q1 2026, its #336 holding.
  • CSM Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.