LCM
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Logan Capital Management’s Affiliated Managers Group AMG Stock Holding History

Logan Capital 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
Q2 		$1.35K Buy
+4
New +$1.24K ﹤0.01% 400
2025
Q4 		– Sell
-4
Closed -$954 – 283
2025
Q3 		$954 Hold
4
– – ﹤0.01% 432
2025
Q2 		$787 Hold
4
– – ﹤0.01% 436
2025
Q1 		$672 Hold
4
– – ﹤0.01% 526
2024
Q4 		$740 Buy
+4
New +$746 ﹤0.01% 498
2015
Q4 		– Sell
-2,280
Closed -$390K – 285
2015
Q3 		$390K Sell
2,280
-240
-10% -$47.2K 0.03% 241
2015
Q2 		$551K Hold
2,520
– – 0.04% 236
2015
Q1 		$541K Sell
2,520
-100
-4% -$21.1K 0.04% 229
2014
Q4 		$556K Sell
2,620
-23,843
-90% -$4.74M 0.04% 215
2014
Q3 		$5.3M Buy
26,463
+54
+0.2% +$11K 0.38% 72
2014
Q2 		$5.42M Sell
26,409
-251
-0.9% -$48.5K 0.38% 72
2014
Q1 		$5.33M Buy
26,660
+1,344
+5% +$264K 0.38% 73
2013
Q4 		$5.49M Sell
25,316
-1,250
-5% -$249K 0.39% 72
2013
Q3 		$4.85M Sell
26,566
-6,067
-19% -$1.08M 0.36% 75
2013
Q2 		$3.57M Buy
+32,633
New +$5.16M 0.29% 78

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

Logan Capital Management's AMG Position: Q2 2026 in Review

Logan Capital Management opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 4 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in AMG as recently as Q3 2025.

Logan Capital Management first reported a position in AMG in Q2 2013 and has held it in 15 quarters since. The position peaked at $5.49M in Q4 2013. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Logan Capital Management held 4 shares of Affiliated Managers Group worth $1.35K as of Q2 2026.
  • Affiliated Managers Group was a new Logan Capital Management position in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #400 holding.
  • Logan Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 15 quarters since.
  • Logan Capital Management's Affiliated Managers Group position peaked at $5.49M in Q4 2013.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.