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

Smartleaf 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
Q2 		$119K Hold
347
– – ﹤0.01% 1080
2026
Q1 		$93.7K Buy
347
+95
+38% +$28.6K ﹤0.01% 1150
2025
Q4 		$73.2K Buy
252
+154
+157% +$39.8K ﹤0.01% 1362
2025
Q3 		$23.4K Buy
98
+76
+345% +$16.8K ﹤0.01% 1750
2025
Q2 		$4.35K Sell
22
-99
-82% -$17.2K ﹤0.01% 2098
2025
Q1 		$20.2K Sell
121
-4
-3% -$697 ﹤0.01% 1596
2024
Q4 		$23.2K Sell
125
-64
-34% -$11.9K ﹤0.01% 1566
2024
Q3 		$33.3K Buy
189
+140
+286% +$23.8K ﹤0.01% 1067
2024
Q2 		$7.63K Sell
49
-1,056
-96% -$168K ﹤0.01% 1565
2024
Q1 		$184K Buy
+1,105
New +$172K 0.04% 383
2023
Q4 		– Hold
0
– – – 1098

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Smartleaf Asset Management's AMG Position: Q2 2026 in Review

Smartleaf Asset Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 347 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Smartleaf Asset Management first reported a position in AMG in Q1 2024 and has held it in 10 quarters since. The position peaked at $184K in Q1 2024. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Smartleaf Asset Management held 347 shares of Affiliated Managers Group worth $119K as of Q2 2026.
  • Smartleaf Asset Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1080 holding.
  • Smartleaf Asset Management first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Affiliated Managers Group position peaked at $184K in Q1 2024.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.