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Greenleaf Trust’s Affiliated Managers Group AMG Stock Holding History

Greenleaf 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 		$494K Sell
1,784
-17
-0.9% -$5.12K ﹤0.01% 492
2025
Q4 		$519K Buy
1,801
+26
+1% +$6.72K ﹤0.01% 489
2025
Q3 		$423K Sell
1,775
-1
-0.1% -$220 ﹤0.01% 540
2025
Q2 		$349K Sell
1,776
-26
-1% -$4.51K ﹤0.01% 583
2025
Q1 		$303K Sell
1,802
-2
-0.1% -$349 ﹤0.01% 641
2024
Q4 		$334K Buy
1,804
+11
+0.6% +$2.05K ﹤0.01% 621
2024
Q3 		$319K Buy
1,793
+27
+2% +$4.59K ﹤0.01% 644
2024
Q2 		$276K Sell
1,766
-15
-0.8% -$2.39K ﹤0.01% 642
2024
Q1 		$298K Sell
1,781
-41
-2% -$6.37K ﹤0.01% 607
2023
Q4 		$276K Buy
1,822
+115
+7% +$15.5K ﹤0.01% 618
2023
Q3 		$222K Sell
1,707
-19
-1% -$2.66K ﹤0.01% 680
2023
Q2 		$259K Sell
1,726
-87
-5% -$12.5K ﹤0.01% 637
2023
Q1 		$258K Buy
1,813
+17
+0.9% +$2.69K ﹤0.01% 649
2022
Q4 		$285K Buy
+1,796
New +$254K ﹤0.01% 600
2022
Q3 		– Sell
-1,885
Closed -$220K – 711
2022
Q2 		$220K Buy
1,885
+447
+31% +$57.5K ﹤0.01% 651
2022
Q1 		$203K Buy
1,438
+92
+7% +$13.2K ﹤0.01% 726
2021
Q4 		$221K Sell
1,346
-2
-0.1% -$335 ﹤0.01% 698
2021
Q3 		$204K Buy
1,348
+27
+2% +$4.42K ﹤0.01% 695
2021
Q2 		$204K Buy
+1,321
New +$211K ﹤0.01% 702
2019
Q4 		– Sell
-2,885
Closed -$240K – 550
2019
Q3 		$240K Buy
+2,885
New +$241K ﹤0.01% 465

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

Greenleaf Trust's AMG Position: Q1 2026 in Review

Greenleaf Trust reduced its Affiliated Managers Group (AMG) stake by 0.94% in Q1 2026, selling an estimated $5.12K and leaving 1,784 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Greenleaf Trust first reported a position in AMG in Q3 2019 and has held it in 20 quarters since. The position peaked at $519K in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Greenleaf Trust held 1,784 shares of Affiliated Managers Group worth $494K as of Q1 2026.
  • Greenleaf Trust sold 17 Affiliated Managers Group shares in Q1 2026, an estimated $5.12K.
  • Affiliated Managers Group made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #492 holding.
  • Greenleaf Trust first reported a position in Affiliated Managers Group in Q3 2019 and has held it in 20 quarters since.
  • Greenleaf Trust's Affiliated Managers Group position peaked at $519K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.