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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Logan Capital Management's AMG Position: Q4 2025 in Review

Logan Capital Management sold out of Affiliated Managers Group (AMG) in Q4 2025, closing a stake of 4 shares — an estimated $954 sold.

Logan Capital Management first reported a position in AMG in Q2 2013 and held it in 14 quarters. The position peaked at $5.49M in Q4 2013. 509 funds tracked by Wall St. Rank hold AMG as of Q4 2025.

  • Logan Capital Management reported no remaining Affiliated Managers Group position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 4 Affiliated Managers Group shares in Q4 2025, an estimated $954.
  • Logan Capital Management first reported a position in Affiliated Managers Group in Q2 2013 and held it in 14 quarters.
  • Logan Capital Management's Affiliated Managers Group position peaked at $5.49M in Q4 2013.
  • 509 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.