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JBF Capital’s Affiliated Managers Group AMG Stock Holding History

JBF Capital’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 		– Sell
-700
Closed -$202K – 116
2025
Q4 		$202K Buy
+700
New +$181K 0.03% 71
2022
Q4 		– Sell
-1,400
Closed -$157K – 58
2022
Q3 		$157K Buy
+1,400
New +$176K 0.04% 55
2022
Q2 		– Sell
-1,500
Closed -$211K – 78
2022
Q1 		$211K Hold
1,500
– – 0.04% 58
2021
Q4 		$247K Sell
1,500
-250
-14% -$41.9K 0.05% 57
2021
Q3 		$264K Sell
1,750
-150
-8% -$24.6K 0.06% 46
2021
Q2 		$293K Hold
1,900
– – 0.07% 35
2021
Q1 		$283K Buy
+1,900
New +$248K 0.06% 39
2020
Q4 		– Sell
-1,600
Closed -$109K – 62
2020
Q3 		$109K Buy
+1,600
New +$112K 0.02% 73

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

JBF Capital's AMG Position: Q1 2026 in Review

JBF Capital sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 700 shares — an estimated $202K sold.

JBF Capital first reported a position in AMG in Q3 2020 and held it in 8 quarters. The position peaked at $293K in Q2 2021. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • JBF Capital reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
  • JBF Capital sold 700 Affiliated Managers Group shares in Q1 2026, an estimated $202K.
  • JBF Capital first reported a position in Affiliated Managers Group in Q3 2020 and held it in 8 quarters.
  • JBF Capital's Affiliated Managers Group position peaked at $293K in Q2 2021.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on JBF Capital's 13F filing for Q1 2026, filed 8 May 2026.