HIM
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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
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 $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

Hillsdale Investment Management's AMG Position: Q1 2026 in Review

Hillsdale Investment Management held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 90 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Hillsdale Investment Management first reported a position in AMG in Q1 2015 and has held it in 23 quarters since. The position peaked at $626K in Q1 2024. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Hillsdale Investment Management held 90 shares of Affiliated Managers Group worth $24.9K as of Q1 2026.
  • Hillsdale Investment Management left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #610 holding.
  • Hillsdale Investment Management first reported a position in Affiliated Managers Group in Q1 2015 and has held it in 23 quarters since.
  • Hillsdale Investment Management's Affiliated Managers Group position peaked at $626K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.