Forum Financial Management’s Affiliated Managers Group AMG Stock Holding History

Forum Financial 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	–	Sell	-1,385	Closed	-$399K	–	368
2025 Q4	$399K	Hold	1,385	–	–	0.01%	599
2025 Q3	$330K	Buy	1,385 +1	+0.1%	+$220	﹤0.01%	683
2025 Q2	$272K	Buy	1,384 +2	+0.1%	+$347	﹤0.01%	726
2025 Q1	$232K	Buy	+1,382	New	+$241K	﹤0.01%	741
2024 Q4	–	Sell	-1,380	Closed	-$245K	–	908
2024 Q3	$245K	Buy	1,380 +1	+0.1%	+$170	﹤0.01%	622
2024 Q2	$215K	Buy	1,379 +2	+0.1%	+$318	﹤0.01%	643
2024 Q1	$231K	Hold	1,377	–	–	﹤0.01%	635
2023 Q4	$209K	Buy	+1,377	New	+$185K	﹤0.01%	629
2023 Q3	–	Sell	-1,377	Closed	-$206K	–	642
2023 Q2	$206K	Buy	+1,377	New	+$197K	﹤0.01%	603
2023 Q1	–	Sell	-1,377	Closed	-$218K	–	622
2022 Q4	$218K	Buy	+1,377	New	+$195K	0.01%	516
2022 Q1	–	Sell	-1,326	Closed	-$218K	–	614
2021 Q4	$218K	Buy	+1,326	New	+$222K	0.01%	577

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's AMG Position: Q1 2026 in Review

Forum Financial Management sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 1,385 shares — an estimated $399K sold.

Forum Financial Management first reported a position in AMG in Q4 2021 and held it in 11 quarters. The position peaked at $399K in Q4 2025. 545 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

Forum Financial Management reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,385 Affiliated Managers Group shares in Q1 2026, an estimated $399K.
Forum Financial Management first reported a position in Affiliated Managers Group in Q4 2021 and held it in 11 quarters.
Forum Financial Management's Affiliated Managers Group position peaked at $399K in Q4 2025.
545 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.