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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
Q2 		– Sell
-3,400
Closed -$941K – 1640
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jefferies Financial Group's AMG Position: Q2 2026 in Review

Jefferies Financial Group sold out of Affiliated Managers Group (AMG) in Q2 2026, closing a stake of 3,400 shares — an estimated $941K sold.

Jefferies Financial Group first reported a position in AMG in Q1 2016 and held it in 3 quarters. The position peaked at $941K in Q1 2026. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Jefferies Financial Group reported no remaining Affiliated Managers Group position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 3,400 Affiliated Managers Group shares in Q2 2026, an estimated $941K.
  • Jefferies Financial Group first reported a position in Affiliated Managers Group in Q1 2016 and held it in 3 quarters.
  • Jefferies Financial Group's Affiliated Managers Group position peaked at $941K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.