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Dorsey & Whitney Trust’s Affiliated Managers Group AMG Stock Holding History

Dorsey & Whitney Trust’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 		$372K Sell
1,346
-1
-0.1% -$301 0.02% 503
2025
Q4 		$388K Sell
1,347
-27
-2% -$6.98K 0.02% 491
2025
Q3 		$328K Sell
1,374
-45
-3% -$9.92K 0.02% 518
2025
Q2 		$279K Sell
1,419
-157
-10% -$27.2K 0.01% 557
2025
Q1 		$265K Sell
1,576
-70
-4% -$12.2K 0.02% 552
2024
Q4 		$304K Sell
1,646
-12
-0.7% -$2.24K 0.02% 512
2024
Q3 		$295K Buy
+1,658
New +$282K 0.02% 524
2024
Q2 		– Sell
-1,206
Closed -$202K – 630
2024
Q1 		$202K Buy
+1,206
New +$187K 0.01% 596
2015
Q1 		– Sell
-944
Closed -$200K – 260
2014
Q4 		$200K Buy
+944
New +$188K 0.05% 248
2014
Q1 		– Sell
-1,040
Closed -$225K – 247
2013
Q4 		$225K Sell
1,040
-103
-9% -$20.6K 0.06% 227
2013
Q3 		$209K Buy
+1,143
New +$203K 0.06% 238

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

Dorsey & Whitney Trust's AMG Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Affiliated Managers Group (AMG) stake by 0.07% in Q1 2026, selling an estimated $301 and leaving 1,346 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #503.

Dorsey & Whitney Trust first reported a position in AMG in Q3 2013 and has held it in 11 quarters since. The position peaked at $388K in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Dorsey & Whitney Trust held 1,346 shares of Affiliated Managers Group worth $372K as of Q1 2026.
  • Dorsey & Whitney Trust sold 1 Affiliated Managers Group share in Q1 2026, an estimated $301.
  • Affiliated Managers Group made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #503 holding.
  • Dorsey & Whitney Trust first reported a position in Affiliated Managers Group in Q3 2013 and has held it in 11 quarters since.
  • Dorsey & Whitney Trust's Affiliated Managers Group position peaked at $388K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.