L.J. Altfest & Co’s Affiliated Managers Group AMG Stock Holding History

L.J. Altfest & Co’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	–	Sell	-4,089	Closed	-$1.18M	–	331
2025 Q4	$1.18M	Buy	+4,089	New	+$1.06M	0.13%	121
2019 Q3	–	Sell	-3,344	Closed	-$308K	–	182
2019 Q2	$308K	Buy	+3,344	New	+$328K	0.08%	138

Other funds holding AMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

L.J. Altfest & Co's AMG Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 4,089 shares — an estimated $1.18M sold.

L.J. Altfest & Co first reported a position in AMG in Q2 2019 and held it in 2 quarters. The position peaked at $1.18M in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

L.J. Altfest & Co reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 4,089 Affiliated Managers Group shares in Q1 2026, an estimated $1.18M.
L.J. Altfest & Co first reported a position in Affiliated Managers Group in Q2 2019 and held it in 2 quarters.
L.J. Altfest & Co's Affiliated Managers Group position peaked at $1.18M in Q4 2025.
543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.