I
AMG icon

InceptionR’s Affiliated Managers Group AMG Stock Holding History

InceptionR’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 		$704K Buy
2,545
+1,578
+163% +$476K 0.17% 205
2025
Q4 		$279K Buy
+967
New +$250K 0.08% 450
2024
Q3 		– Sell
-3,304
Closed -$516K – 628
2024
Q2 		$516K Buy
3,304
+1,565
+90% +$249K 0.15% 273
2024
Q1 		$291K Buy
+1,739
New +$270K 0.07% 428
2023
Q4 		– Sell
-1,854
Closed -$242K – 344
2023
Q3 		$242K Buy
+1,854
New +$259K 0.14% 310

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

InceptionR's AMG Position: Q1 2026 in Review

InceptionR increased its Affiliated Managers Group (AMG) stake by 163% in Q1 2026, buying an estimated $476K and bringing the position to 2,545 shares worth $704K. The position accounts for 0.17% of the portfolio, ranked #205.

InceptionR first reported a position in AMG in Q3 2023 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • InceptionR held 2,545 shares of Affiliated Managers Group worth $704K as of Q1 2026.
  • InceptionR bought 1,578 Affiliated Managers Group shares in Q1 2026, an estimated $476K.
  • Affiliated Managers Group made up 0.17% of InceptionR's portfolio in Q1 2026, its #205 holding.
  • InceptionR first reported a position in Affiliated Managers Group in Q3 2023 and has held it in 5 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.