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Keystone Financial Services (Colorado)’s Affiliated Managers Group AMG Stock Holding History

Keystone Financial Services (Colorado)’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 		$266K Buy
961
+29
+3% +$8.74K 0.08% 95
2025
Q4 		$269K Sell
932
-10
-1% -$2.58K 0.08% 93
2025
Q3 		$225K Buy
+942
New +$208K 0.07% 113

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

Keystone Financial Services (Colorado)'s AMG Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Affiliated Managers Group (AMG) stake by 3.1% in Q1 2026, buying an estimated $8.74K and bringing the position to 961 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #95.

Keystone Financial Services (Colorado) first reported a position in AMG in Q3 2025 and has held it in 3 quarters since. The position peaked at $269K in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Keystone Financial Services (Colorado) held 961 shares of Affiliated Managers Group worth $266K as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 29 Affiliated Managers Group shares in Q1 2026, an estimated $8.74K.
  • Affiliated Managers Group made up 0.08% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #95 holding.
  • Keystone Financial Services (Colorado) first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 3 quarters since.
  • Keystone Financial Services (Colorado)'s Affiliated Managers Group position peaked at $269K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.