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Rothschild Investment LLC’s Affiliated Managers Group AMG Stock Holding History

Rothschild Investment LLC’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 		$338 Sell
1
-5
-83% -$1.55K ﹤0.01% 3347
2026
Q1 		$1.66K Buy
6
+5
+500% +$1.51K ﹤0.01% 2637
2025
Q4 		$288 Hold
1
– – ﹤0.01% 3053
2025
Q3 		$238 Sell
1
-1
-50% -$220 ﹤0.01% 2984
2025
Q2 		$394 Hold
2
– – ﹤0.01% 2810
2025
Q1 		$336 Buy
2
+1
+100% +$174 ﹤0.01% 2736
2024
Q4 		$185 Hold
1
– – ﹤0.01% 2805
2024
Q3 		$178 Buy
+1
New +$170 ﹤0.01% 2729
2022
Q1 		– Sell
-4,804
Closed -$791K – 518
2021
Q4 		$791K Buy
4,804
+30
+0.6% +$5.03K 0.06% 256
2021
Q3 		$721K Sell
4,774
-9
-0.2% -$1.47K 0.06% 253
2021
Q2 		$738K Sell
4,783
-91
-2% -$14.5K 0.06% 261
2021
Q1 		$726K Sell
4,874
-38
-0.8% -$4.97K 0.06% 256
2020
Q4 		$499K Buy
4,912
+211
+4% +$18.2K 0.05% 286
2020
Q3 		$321K Buy
4,701
+1,299
+38% +$90.8K 0.03% 327
2020
Q2 		$254K Sell
3,402
-6,144
-64% -$415K 0.03% 345
2020
Q1 		$565K Hold
9,546
– – 0.07% 224
2019
Q4 		$809K Buy
+9,546
New +$783K 0.08% 227
2015
Q4 		– Sell
-3,343
Closed -$572K – 493
2015
Q3 		$572K Hold
3,343
– – 0.08% 260
2015
Q2 		$731K Buy
+3,343
New +$743K 0.08% 241

Other funds holding AMG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's AMG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Affiliated Managers Group (AMG) stake by 83% in Q2 2026, selling an estimated $1.55K and leaving 1 share worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

Rothschild Investment LLC first reported a position in AMG in Q2 2015 and has held it in 19 quarters since. The position peaked at $809K in Q4 2019. 237 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Rothschild Investment LLC held 1 share of Affiliated Managers Group worth $338 as of Q2 2026.
  • Rothschild Investment LLC sold 5 Affiliated Managers Group shares in Q2 2026, an estimated $1.55K.
  • Affiliated Managers Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3347 holding.
  • Rothschild Investment LLC first reported a position in Affiliated Managers Group in Q2 2015 and has held it in 19 quarters since.
  • Rothschild Investment LLC's Affiliated Managers Group position peaked at $809K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.