Pathstone Holdings
AMG icon

Pathstone Holdings’s Affiliated Managers Group AMG Stock Holding History

Pathstone Holdings’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 		$4.35M Buy
15,726
+63
+0.4% +$19K 0.02% 627
2025
Q4 		$4.52M Buy
15,663
+16
+0.1% +$4.13K 0.02% 606
2025
Q3 		$3.73M Buy
15,647
+7
+0% +$1.54K 0.01% 681
2025
Q2 		$3.08M Buy
15,640
+467
+3% +$81K 0.01% 756
2025
Q1 		$2.55M Buy
15,173
+755
+5% +$132K 0.01% 845
2024
Q4 		$2.67M Sell
14,418
-326
-2% -$60.8K 0.01% 827
2024
Q3 		$2.62M Buy
14,744
+15
+0.1% +$2.55K 0.01% 840
2024
Q2 		$2.3M Buy
14,729
+149
+1% +$23.7K 0.01% 861
2024
Q1 		$2.44M Buy
14,580
+2,677
+22% +$416K 0.01% 822
2023
Q4 		$1.8M Buy
+11,903
New +$1.6M 0.01% 786

Other funds holding AMG

BlackRock
BlackRock New York $5.7T 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