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Freestone Grove Partners’s Affiliated Managers Group AMG Stock Holding History

Freestone Grove Partners’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 		$16M Sell
57,832
-15,581
-21% -$4.7M 0.11% 240
2025
Q4 		$21.2M Buy
+73,413
New +$19M 0.15% 203
2025
Q3 		– Sell
-18,940
Closed -$3.73M – 694
2025
Q2 		$3.73M Buy
+18,940
New +$3.29M 0.03% 338

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

Freestone Grove Partners's AMG Position: Q1 2026 in Review

Freestone Grove Partners reduced its Affiliated Managers Group (AMG) stake by 21% in Q1 2026, selling an estimated $4.7M and leaving 57,832 shares worth $16M. The position accounts for 0.11% of the portfolio, ranked #240.

Freestone Grove Partners first reported a position in AMG in Q2 2025 and has held it in 3 quarters since. The position peaked at $21.2M in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Freestone Grove Partners held 57,832 shares of Affiliated Managers Group worth $16M as of Q1 2026.
  • Freestone Grove Partners sold 15,581 Affiliated Managers Group shares in Q1 2026, an estimated $4.7M.
  • Affiliated Managers Group made up 0.11% of Freestone Grove Partners's portfolio in Q1 2026, its #240 holding.
  • Freestone Grove Partners first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Affiliated Managers Group position peaked at $21.2M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.