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Hillsdale Investment Management’s Affiliated Managers Group AMG Stock Holding History

Hillsdale Investment 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
Q2 		$1.57M Buy
4,650
+4,560
+5,067% +$1.41M 0.04% 329
2026
Q1 		$24.9K Hold
90
– – ﹤0.01% 610
2025
Q4 		$25.9K Hold
90
– – ﹤0.01% 539
2025
Q3 		$21.5K Sell
90
-3,050
-97% -$672K ﹤0.01% 514
2025
Q2 		$618K Sell
3,140
-50
-2% -$8.67K 0.02% 385
2025
Q1 		$536K Buy
3,190
+100
+3% +$17.4K 0.03% 354
2024
Q4 		$571K Sell
3,090
-300
-9% -$56K 0.03% 344
2024
Q3 		$603K Sell
3,390
-350
-9% -$59.4K 0.05% 339
2024
Q2 		$584K Hold
3,740
– – 0.05% 298
2024
Q1 		$626K Sell
3,740
-10
-0.3% -$1.55K 0.05% 269
2023
Q4 		$568K Sell
3,750
-50
-1% -$6.72K 0.05% 266
2023
Q3 		$495K Buy
3,800
+700
+23% +$97.9K 0.05% 276
2023
Q2 		$465K Hold
3,100
– – 0.04% 258
2023
Q1 		$442K Buy
+3,100
New +$490K 0.04% 341
2022
Q1 		– Sell
-3,450
Closed -$567K – 551
2021
Q4 		$567K Sell
3,450
-250
-7% -$41.9K 0.04% 372
2021
Q3 		$559K Buy
+3,700
New +$606K 0.04% 380
2019
Q1 		– Sell
-2,650
Closed -$258K – 595
2018
Q4 		$258K Buy
2,650
+180
+7% +$20.3K 0.03% 384
2018
Q3 		$338K Buy
2,470
+50
+2% +$7.38K 0.04% 250
2018
Q2 		$360K Hold
2,420
– – 0.04% 267
2018
Q1 		$459K Buy
2,420
+320
+15% +$62.3K 0.06% 188
2017
Q4 		$431K Buy
+2,100
New +$407K 0.07% 224
2015
Q4 		– Sell
-400
Closed -$68K – 494
2015
Q3 		$68K Hold
400
– – 0.02% 406
2015
Q2 		$87K Hold
400
– – 0.03% 423
2015
Q1 		$86K Buy
+400
New +$84.4K 0.02% 423

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's AMG Position: Q2 2026 in Review

Hillsdale Investment Management increased its Affiliated Managers Group (AMG) stake by 5,067% in Q2 2026, buying an estimated $1.41M and bringing the position to 4,650 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #329.

Hillsdale Investment Management first reported a position in AMG in Q1 2015 and has held it in 24 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Hillsdale Investment Management held 4,650 shares of Affiliated Managers Group worth $1.57M as of Q2 2026.
  • Hillsdale Investment Management bought 4,560 Affiliated Managers Group shares in Q2 2026, an estimated $1.41M.
  • Affiliated Managers Group made up 0.04% of Hillsdale Investment Management's portfolio in Q2 2026, its #329 holding.
  • Hillsdale Investment Management first reported a position in Affiliated Managers Group in Q1 2015 and has held it in 24 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.