JFG
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Jefferies Financial Group’s Affiliated Managers Group AMG Stock Holding History

Jefferies Financial Group’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 		$941K Buy
+3,400
New +$1.02M 0.01% 951
2025
Q2 		– Sell
-2,411
Closed -$405K – 1275
2025
Q1 		$405K Buy
+2,411
New +$420K ﹤0.01% 1117
2016
Q2 		– Sell
-1,700
Closed -$276K – 40
2016
Q1 		$276K Buy
+1,700
New +$237K 0.04% 28

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

Jefferies Financial Group's AMG Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 3,400 shares worth $941K. The stake represents 0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in AMG as recently as Q1 2025.

Jefferies Financial Group first reported a position in AMG in Q1 2016 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Jefferies Financial Group held 3,400 shares of Affiliated Managers Group worth $941K as of Q1 2026.
  • Affiliated Managers Group was a new Jefferies Financial Group position in Q1 2026.
  • Affiliated Managers Group made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #951 holding.
  • Jefferies Financial Group first reported a position in Affiliated Managers Group in Q1 2016 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.