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R Squared’s Affiliated Managers Group AMG Stock Holding History

R Squared’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 		$302K Buy
1,093
+279
+34% +$84.1K 0.17% 198
2025
Q4 		$235K Buy
+814
New +$210K 0.11% 305

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

R Squared's AMG Position: Q1 2026 in Review

R Squared increased its Affiliated Managers Group (AMG) stake by 34% in Q1 2026, buying an estimated $84.1K and bringing the position to 1,093 shares worth $302K. The position accounts for 0.17% of the portfolio, ranked #198.

R Squared first reported a position in AMG in Q4 2025 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • R Squared held 1,093 shares of Affiliated Managers Group worth $302K as of Q1 2026.
  • R Squared bought 279 Affiliated Managers Group shares in Q1 2026, an estimated $84.1K.
  • Affiliated Managers Group made up 0.17% of R Squared's portfolio in Q1 2026, its #198 holding.
  • R Squared first reported a position in Affiliated Managers Group in Q4 2025 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.