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LRI Investments’s Affiliated Managers Group AMG Stock Holding History

LRI Investments’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 		$16.6K Sell
49
-1
-2% -$310 ﹤0.01% 817
2026
Q1 		$13.8K Buy
50
+11
+28% +$3.31K ﹤0.01% 794
2025
Q4 		$11.2K Hold
39
– – ﹤0.01% 836
2025
Q3 		$9.3K Hold
39
– – ﹤0.01% 892
2025
Q2 		$7.68K Buy
+39
New +$6.77K ﹤0.01% 908

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

LRI Investments's AMG Position: Q2 2026 in Review

LRI Investments reduced its Affiliated Managers Group (AMG) stake by 2% in Q2 2026, selling an estimated $310 and leaving 49 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

LRI Investments first reported a position in AMG in Q2 2025 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • LRI Investments held 49 shares of Affiliated Managers Group worth $16.6K as of Q2 2026.
  • LRI Investments sold 1 Affiliated Managers Group share in Q2 2026, an estimated $310.
  • Affiliated Managers Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #817 holding.
  • LRI Investments first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.