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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
Q2 		$449K Sell
1,327
-19
-1% -$5.89K 0.02% 473
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 $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 $3.37T AUM 44.26% 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

Dorsey & Whitney Trust's AMG Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its Affiliated Managers Group (AMG) stake by 1.4% in Q2 2026, selling an estimated $5.89K and leaving 1,327 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #473.

Dorsey & Whitney Trust first reported a position in AMG in Q3 2013 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Dorsey & Whitney Trust held 1,327 shares of Affiliated Managers Group worth $449K as of Q2 2026.
  • Dorsey & Whitney Trust sold 19 Affiliated Managers Group shares in Q2 2026, an estimated $5.89K.
  • Affiliated Managers Group made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #473 holding.
  • Dorsey & Whitney Trust first reported a position in Affiliated Managers Group in Q3 2013 and has held it in 12 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.