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Levin Capital Strategies’s Affiliated Managers Group AMG Stock Holding History

Levin Capital Strategies’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 		$402K Hold
1,454
– – 0.03% 166
2025
Q4 		$419K Buy
+1,454
New +$376K 0.04% 134
2017
Q1 		– Sell
-5,122
Closed -$744K – 306
2016
Q4 		$744K Buy
5,122
+3,638
+245% +$528K 0.01% 182
2016
Q3 		$215 Buy
+1,484
New +$212K ﹤0.01% 296

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

Levin Capital Strategies's AMG Position: Q1 2026 in Review

Levin Capital Strategies held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 1,454 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #166.

Levin Capital Strategies first reported a position in AMG in Q3 2016 and has held it in 4 quarters since. The position peaked at $744K in Q4 2016. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Levin Capital Strategies held 1,454 shares of Affiliated Managers Group worth $402K as of Q1 2026.
  • Levin Capital Strategies left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up 0.03% of Levin Capital Strategies's portfolio in Q1 2026, its #166 holding.
  • Levin Capital Strategies first reported a position in Affiliated Managers Group in Q3 2016 and has held it in 4 quarters since.
  • Levin Capital Strategies's Affiliated Managers Group position peaked at $744K in Q4 2016.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.