KFI
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Key Financial Inc’s Affiliated Managers Group AMG Stock Holding History

Key Financial Inc’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 		$7.47K Hold
27
– – ﹤0.01% 948
2025
Q4 		$7.78K Hold
27
– – ﹤0.01% 944
2025
Q3 		$6.24K Hold
27
– – ﹤0.01% 991
2025
Q2 		$5.31K Hold
27
– – ﹤0.01% 1017
2025
Q1 		$4.54K Hold
27
– – ﹤0.01% 1014
2024
Q4 		$4.99K Hold
27
– – ﹤0.01% 994
2024
Q3 		$4.8K Hold
27
– – ﹤0.01% 986
2024
Q2 		$4.22K Hold
27
– – ﹤0.01% 997
2024
Q1 		$4.52K Hold
27
– – ﹤0.01% 964
2023
Q4 		$4.09K Hold
27
– – ﹤0.01% 988
2023
Q3 		$3.52K Hold
27
– – ﹤0.01% 1026
2023
Q2 		$4.05K Buy
+27
New +$3.87K ﹤0.01% 1009

Other funds holding AMG

BlackRock
BlackRock New York $5.7T 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