KIM
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Kestra Investment Management’s Affiliated Managers Group AMG Stock Holding History

Kestra Investment Management’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 		$851K Sell
3,076
-2,464
-44% -$742K 0.01% 233
2025
Q4 		$1.6M Sell
5,540
-1,243
-18% -$321K 0.04% 149
2025
Q3 		$1.62M Sell
6,783
-7,547
-53% -$1.66M 0.04% 146
2025
Q2 		$2.61M Buy
14,330
+7,004
+96% +$1.22M 0.04% 151
2025
Q1 		$1.23M Buy
7,326
+2,670
+57% +$465K 0.04% 144
2024
Q4 		$861K Buy
4,656
+1,071
+30% +$200K 0.03% 161
2024
Q3 		$637K Buy
+3,585
New +$609K 0.03% 170

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

Kestra Investment Management's AMG Position: Q1 2026 in Review

Kestra Investment Management reduced its Affiliated Managers Group (AMG) stake by 44% in Q1 2026, selling an estimated $742K and leaving 3,076 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #233.

Kestra Investment Management first reported a position in AMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q2 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Kestra Investment Management held 3,076 shares of Affiliated Managers Group worth $851K as of Q1 2026.
  • Kestra Investment Management sold 2,464 Affiliated Managers Group shares in Q1 2026, an estimated $742K.
  • Affiliated Managers Group made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #233 holding.
  • Kestra Investment Management first reported a position in Affiliated Managers Group in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Affiliated Managers Group position peaked at $2.61M in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.