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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
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 $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

Smartleaf Asset Management's AMG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Affiliated Managers Group (AMG) stake by 38% in Q1 2026, buying an estimated $28.6K and bringing the position to 347 shares worth $93.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Smartleaf Asset Management first reported a position in AMG in Q1 2024 and has held it in 9 quarters since. The position peaked at $184K in Q1 2024. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Smartleaf Asset Management held 347 shares of Affiliated Managers Group worth $93.7K as of Q1 2026.
  • Smartleaf Asset Management bought 95 Affiliated Managers Group shares in Q1 2026, an estimated $28.6K.
  • Affiliated Managers Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1150 holding.
  • Smartleaf Asset Management first reported a position in Affiliated Managers Group in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Affiliated Managers Group position peaked at $184K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.