Lido Advisors
AMG icon

Lido Advisors’s Affiliated Managers Group AMG Stock Holding History

Lido Advisors’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
Q2 		$495K Buy
1,462
+705
+93% +$219K ﹤0.01% 1486
2026
Q1 		$210K Buy
+757
New +$228K ﹤0.01% 1758
2025
Q3 		– Sell
-1,180
Closed -$232K – 1831
2025
Q2 		$232K Buy
+1,180
New +$205K ﹤0.01% 1459

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Lido Advisors's AMG Position: Q2 2026 in Review

Lido Advisors increased its Affiliated Managers Group (AMG) stake by 93% in Q2 2026, buying an estimated $219K and bringing the position to 1,462 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Lido Advisors first reported a position in AMG in Q2 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Lido Advisors held 1,462 shares of Affiliated Managers Group worth $495K as of Q2 2026.
  • Lido Advisors bought 705 Affiliated Managers Group shares in Q2 2026, an estimated $219K.
  • Affiliated Managers Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1486 holding.
  • Lido Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.