LSV Asset Management
AMG icon

LSV Asset Management’s Affiliated Managers Group AMG Stock Holding History

LSV Asset 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
Q1 		$132M Buy
476,811
+3,790
+0.8% +$1.14M 0.28% 111
2025
Q4 		$136M Sell
473,021
-6,603
-1% -$1.71M 0.3% 100
2025
Q3 		$114M Buy
479,624
+3,400
+0.7% +$749K 0.25% 127
2025
Q2 		$93.7M Buy
476,224
+8,140
+2% +$1.41M 0.22% 134
2025
Q1 		$78.7M Buy
468,084
+44,090
+10% +$7.69M 0.19% 147
2024
Q4 		$78.4M Buy
423,994
+187,290
+79% +$35M 0.18% 151
2024
Q3 		$42.1M Sell
236,704
-3,800
-2% -$645K 0.09% 229
2024
Q2 		$37.6M Buy
240,504
+2,000
+0.8% +$318K 0.08% 242
2024
Q1 		$39.9M Buy
238,504
+23,454
+11% +$3.65M 0.08% 242
2023
Q4 		$32.6M Buy
215,050
+21,074
+11% +$2.83M 0.07% 270
2023
Q3 		$25.3M Sell
193,976
-400
-0.2% -$56K 0.06% 293
2023
Q2 		$29.1M Buy
194,376
+28,837
+17% +$4.13M 0.06% 263
2023
Q1 		$23.6M Sell
165,539
-850
-0.5% -$134K 0.05% 288
2022
Q4 		$26.4M Sell
166,389
-9,800
-6% -$1.39M 0.06% 270
2022
Q3 		$19.7M Buy
176,189
+3,600
+2% +$452K 0.05% 306
2022
Q2 		$20.1M Buy
172,589
+108,666
+170% +$14M 0.04% 313
2022
Q1 		$9.01M Buy
63,923
+20,202
+46% +$2.9M 0.02% 455
2021
Q4 		$7.19M Hold
43,721
– – 0.01% 495
2021
Q3 		$6.61M Hold
43,721
– – 0.01% 507
2021
Q2 		$6.74M Sell
43,721
-1,100
-2% -$175K 0.01% 509
2021
Q1 		$6.68M Sell
44,821
-2,000
-4% -$261K 0.01% 517
2020
Q4 		$4.76M Hold
46,821
– – 0.01% 568
2020
Q3 		$3.2M Hold
46,821
– – 0.01% 603
2020
Q2 		$3.49M Buy
46,821
+45,321
+3,021% +$3.06M 0.01% 601
2020
Q1 		$88K Hold
1,500
– – ﹤0.01% 903
2019
Q4 		$127K Hold
1,500
– – ﹤0.01% 899
2019
Q3 		$125K Hold
1,500
– – ﹤0.01% 890
2019
Q2 		$138K Sell
1,500
-700
-32% -$68.7K ﹤0.01% 896
2019
Q1 		$235K Hold
2,200
– – ﹤0.01% 880
2018
Q4 		$214K Buy
+2,200
New +$248K ﹤0.01% 910

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

LSV Asset Management's AMG Position: Q1 2026 in Review

LSV Asset Management increased its Affiliated Managers Group (AMG) stake by 0.8% in Q1 2026, buying an estimated $1.14M and bringing the position to 476,811 shares worth $132M. The position accounts for 0.28% of the portfolio, ranked #111.

LSV Asset Management first reported a position in AMG in Q4 2018 and has held it in 30 quarters since. The position peaked at $136M in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • LSV Asset Management held 476,811 shares of Affiliated Managers Group worth $132M as of Q1 2026.
  • LSV Asset Management bought 3,790 Affiliated Managers Group shares in Q1 2026, an estimated $1.14M.
  • Affiliated Managers Group made up 0.28% of LSV Asset Management's portfolio in Q1 2026, its #111 holding.
  • LSV Asset Management first reported a position in Affiliated Managers Group in Q4 2018 and has held it in 30 quarters since.
  • LSV Asset Management's Affiliated Managers Group position peaked at $136M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.