LAM
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LECAP Asset Management’s Affiliated Managers Group AMG Stock Holding History

LECAP Asset 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 		– Sell
-3,685
Closed -$1.06M – 276
2025
Q4 		$1.06M Buy
+3,685
New +$952K 0.42% 88
2025
Q3 		– Sell
-2,509
Closed -$494K – 275
2025
Q2 		$494K Buy
+2,509
New +$435K 0.17% 205
2024
Q4 		– Sell
-2,721
Closed -$484K – 285
2024
Q3 		$484K Sell
2,721
-4,930
-64% -$837K 0.1% 266
2024
Q2 		$1.2M Buy
7,651
+2,364
+45% +$376K 0.26% 154
2024
Q1 		$885K Buy
5,287
+1,486
+39% +$231K 0.18% 201
2023
Q4 		$576K Buy
+3,801
New +$511K 0.21% 180

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LECAP Asset Management's AMG Position: Q1 2026 in Review

LECAP Asset Management sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 3,685 shares — an estimated $1.06M sold.

LECAP Asset Management first reported a position in AMG in Q4 2023 and held it in 6 quarters. The position peaked at $1.2M in Q2 2024. 545 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • LECAP Asset Management reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
  • LECAP Asset Management sold 3,685 Affiliated Managers Group shares in Q1 2026, an estimated $1.06M.
  • LECAP Asset Management first reported a position in Affiliated Managers Group in Q4 2023 and held it in 6 quarters.
  • LECAP Asset Management's Affiliated Managers Group position peaked at $1.2M in Q2 2024.
  • 545 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.