J.V. Bruni & Co’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.1M | Sell |
249,765
-2,382
| -0.9% | -$718K | 7.22% | 2 |
|
|
2025
Q4 | $72.7M | Sell |
252,147
-2,842
| -1% | -$735K | 7.14% | 2 |
|
|
2025
Q3 | $60.8M | Sell |
254,989
-38,746
| -13% | -$8.54M | 6.14% | 3 |
|
|
2025
Q2 | $57.8M | Sell |
293,735
-3,863
| -1% | -$670K | 6.08% | 3 |
|
|
2025
Q1 | $50M | Sell |
297,598
-4,247
| -1% | -$740K | 5.81% | 3 |
|
|
2024
Q4 | $55.8M | Sell |
301,845
-1,050
| -0.3% | -$196K | 6.32% | 2 |
|
|
2024
Q3 | $53.9M | Sell |
302,895
-4,516
| -1% | -$767K | 6% | 5 |
|
|
2024
Q2 | $48M | Sell |
307,411
-1,357
| -0.4% | -$216K | 5.98% | 6 |
|
|
2024
Q1 | $51.7M | Sell |
308,768
-3,500
| -1% | -$544K | 6.14% | 5 |
|
|
2023
Q4 | $47.3M | Sell |
312,268
-2,007
| -0.6% | -$270K | 5.87% | 5 |
|
|
2023
Q3 | $41M | Buy |
314,275
+705
| +0.2% | +$98.6K | 5.76% | 4 |
|
|
2023
Q2 | $47M | Sell |
313,570
-265
| -0.1% | -$37.9K | 6.24% | 4 |
|
|
2023
Q1 | $44.7M | Sell |
313,835
-1,925
| -0.6% | -$304K | 6.19% | 4 |
|
|
2022
Q4 | $50M | Buy |
315,760
+1,012
| +0.3% | +$143K | 7.02% | 1 |
|
|
2022
Q3 | $35.2M | Buy |
314,748
+195
| +0.1% | +$24.5K | 5.53% | 5 |
|
|
2022
Q2 | $36.7M | Buy |
314,553
+552
| +0.2% | +$71K | 5.51% | 5 |
|
|
2022
Q1 | $44.3M | Buy |
314,001
+2,047
| +0.7% | +$294K | 5.56% | 5 |
|
|
2021
Q4 | $51.3M | Buy |
311,954
+1,039
| +0.3% | +$174K | 6.33% | 2 |
|
|
2021
Q3 | $47M | Sell |
310,915
-1,288
| -0.4% | -$211K | 6.14% | 4 |
|
|
2021
Q2 | $48.1M | Sell |
312,203
-9,659
| -3% | -$1.54M | 6.1% | 4 |
|
|
2021
Q1 | $48M | Buy |
321,862
+26
| +0% | +$3.4K | 6.1% | 4 |
|
|
2020
Q4 | $32.7M | Sell |
321,836
-2,709
| -0.8% | -$234K | 5.02% | 6 |
|
|
2020
Q3 | $22.2M | Sell |
324,545
-6,362
| -2% | -$445K | 4.42% | 8 |
|
|
2020
Q2 | $24.7M | Buy |
330,907
+53,661
| +19% | +$3.63M | 5.28% | 8 |
|
|
2020
Q1 | $16.4M | Buy |
277,246
+3,043
| +1% | +$228K | 4.21% | 11 |
|
|
2019
Q4 | $23.2M | Sell |
274,203
-280
| -0.1% | -$23K | 3.98% | 12 |
|
|
2019
Q3 | $22.9M | Sell |
274,483
-561
| -0.2% | -$46.9K | 4.13% | 11 |
|
|
2019
Q2 | $25.3M | Sell |
275,044
-1,279
| -0.5% | -$125K | 4.48% | 8 |
|
|
2019
Q1 | $29.6M | Buy |
276,323
+3,002
| +1% | +$319K | 5.37% | 7 |
|
|
2018
Q4 | $26.6M | Buy |
273,321
+39,256
| +17% | +$4.43M | 5.22% | 7 |
|
|
2018
Q3 | $32M | Buy |
234,065
+2,461
| +1% | +$363K | 5.18% | 8 |
|
|
2018
Q2 | $34.4M | Buy |
231,604
+1,545
| +0.7% | +$255K | 5.98% | 6 |
|
|
2018
Q1 | $43.6M | Buy |
230,059
+2,459
| +1% | +$479K | 7.52% | 3 |
|
|
2017
Q4 | $46.7M | Buy |
227,600
+3,483
| +2% | +$675K | 7.89% | 3 |
|
|
2017
Q3 | $42.5M | Sell |
224,117
-5,369
| -2% | -$955K | 8.11% | 3 |
|
|
2017
Q2 | $38.1M | Buy |
229,486
+836
| +0.4% | +$133K | 7.25% | 4 |
|
|
2017
Q1 | $37.5M | Buy |
228,650
+52,660
| +30% | +$8.33M | 6.54% | 3 |
|
|
2016
Q4 | $25.6M | Buy |
175,990
+15,871
| +10% | +$2.3M | 4.66% | 10 |
|
|
2016
Q3 | $23.2M | Sell |
160,119
-739
| -0.5% | -$106K | 4.47% | 12 |
|
|
2016
Q2 | $22.6M | Sell |
160,858
-339
| -0.2% | -$55.5K | 4.47% | 10 |
|
|
2016
Q1 | $26.2M | Buy |
161,197
+17,613
| +12% | +$2.46M | 4.96% | 8 |
|
|
2015
Q4 | $22.9M | Buy |
143,584
+1,711
| +1% | +$294K | 4.55% | 9 |
|
|
2015
Q3 | $24.3M | Buy |
141,873
+22,052
| +18% | +$4.34M | 4.93% | 7 |
|
|
2015
Q2 | $26.2M | Buy |
119,821
+3,081
| +3% | +$685K | 4.61% | 6 |
|
|
2015
Q1 | $25.1M | Buy |
116,740
+3,067
| +3% | +$647K | 4.32% | 10 |
|
|
2014
Q4 | $24.1M | Buy |
113,673
+8,959
| +9% | +$1.78M | 4.27% | 10 |
|
|
2014
Q3 | $21M | Buy |
104,714
+1,762
| +2% | +$360K | 3.98% | 11 |
|
|
2014
Q2 | $21.1M | Buy |
102,952
+6,462
| +7% | +$1.25M | 3.94% | 12 |
|
|
2014
Q1 | $19.3M | Buy |
96,490
+1,361
| +1% | +$267K | 3.62% | 16 |
|
|
2013
Q4 | $20.6M | Sell |
95,129
-447
| -0.5% | -$89.2K | 3.96% | 12 |
|
|
2013
Q3 | $17.5M | Sell |
95,576
-606
| -0.6% | -$108K | 3.61% | 16 |
|
|
2013
Q2 | $15.8M | Buy |
+96,182
| New | +$15.2M | 3.43% | 18 |
|
Other funds holding AMG
VPM
VCM
AI
J.V. Bruni & Co's AMG Position: Q1 2026 in Review
J.V. Bruni & Co reduced its Affiliated Managers Group (AMG) stake by 0.94% in Q1 2026, selling an estimated $718K and leaving 249,765 shares worth $69.1M. The position accounts for 7.22% of the portfolio, ranked #2.
J.V. Bruni & Co first reported a position in AMG in Q2 2013 and has held it in 52 quarters since. The position peaked at $72.7M in Q4 2025. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.
- J.V. Bruni & Co held 249,765 shares of Affiliated Managers Group worth $69.1M as of Q1 2026.
- J.V. Bruni & Co sold 2,382 Affiliated Managers Group shares in Q1 2026, an estimated $718K.
- Affiliated Managers Group made up 7.22% of J.V. Bruni & Co's portfolio in Q1 2026, its #2 holding.
- J.V. Bruni & Co first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 52 quarters since.
- J.V. Bruni & Co's Affiliated Managers Group position peaked at $72.7M in Q4 2025.
- 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.
Based on J.V. Bruni & Co's 13F filing for Q1 2026, filed 7 May 2026.