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Redwood Investment Management’s Affiliated Managers Group AMG Stock Holding History

Redwood Investment 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 		$1.05M Buy
+3,794
New +$1.14M 0.13% 115
2025
Q4 		– Sell
-5,032
Closed -$1.2M – 298
2025
Q3 		$1.2M Sell
5,032
-1,934
-28% -$426K 0.13% 165
2025
Q2 		$1.37M Sell
6,966
-809
-10% -$140K 0.15% 170
2025
Q1 		$1.31M Buy
7,775
+69
+0.9% +$12K 0.14% 202
2024
Q4 		$1.43M Sell
7,706
-1,545
-17% -$288K 0.14% 207
2024
Q3 		$1.63M Buy
9,251
+359
+4% +$61K 0.14% 183
2024
Q2 		$1.42M Sell
8,892
-134
-1% -$21.3K 0.12% 191
2024
Q1 		$1.51M Buy
+9,026
New +$1.4M 0.14% 195
2023
Q3 		– Sell
-10,930
Closed -$1.64M – 325
2023
Q2 		$1.64M Sell
10,930
-89
-0.8% -$12.7K 0.17% 201
2023
Q1 		$1.57M Buy
11,019
+1,751
+19% +$277K 0.17% 157
2022
Q4 		$1.47M Sell
9,268
-1,969
-18% -$279K 0.19% 198
2022
Q3 		$1.26M Buy
11,237
+738
+7% +$92.6K 0.26% 116
2022
Q2 		$1.22M Buy
10,499
+995
+10% +$128K 0.21% 136
2022
Q1 		$1.34M Buy
9,504
+1,472
+18% +$211K 0.2% 153
2021
Q4 		$1.32M Buy
+8,032
New +$1.35M 0.17% 212

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Redwood Investment Management's AMG Position: Q1 2026 in Review

Redwood Investment Management opened a new position in Affiliated Managers Group (AMG) in Q1 2026: 3,794 shares worth $1.05M. The stake represents 0.13% of the portfolio and ranks #115 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in AMG as recently as Q3 2025.

Redwood Investment Management first reported a position in AMG in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.64M in Q2 2023. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Redwood Investment Management held 3,794 shares of Affiliated Managers Group worth $1.05M as of Q1 2026.
  • Affiliated Managers Group was a new Redwood Investment Management position in Q1 2026.
  • Affiliated Managers Group made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #115 holding.
  • Redwood Investment Management first reported a position in Affiliated Managers Group in Q4 2021 and has held it in 15 quarters since.
  • Redwood Investment Management's Affiliated Managers Group position peaked at $1.64M in Q2 2023.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.