LFG
AMG icon

Larson Financial Group’s Affiliated Managers Group AMG Stock Holding History

Larson 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
Q1 		$6.64K Buy
24
+22
+1,100% +$6.63K ﹤0.01% 2466
2025
Q4 		$577 Buy
+2
New +$517 ﹤0.01% 3094
2025
Q1 		– Sell
-7
Closed -$1.29K – 3069
2024
Q4 		$1.29K Buy
+7
New +$1.31K ﹤0.01% 1968
2023
Q1 		– Sell
-20
Closed -$3.17K – 1549
2022
Q4 		$3.17K Buy
+20
New +$2.83K ﹤0.01% 1120
2019
Q4 		– Sell
-131
Closed -$11K – 574
2019
Q3 		$11K Hold
131
– – 0.01% 288
2019
Q2 		$12K Buy
131
+1
+0.8% +$98 0.01% 231
2019
Q1 		$14K Hold
130
– – 0.01% 203
2018
Q4 		$13K Buy
+130
New +$14.7K 0.01% 197

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