Stifel Financial’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $868K | Sell |
3,136
-3
| -0.1% | -$904 | ﹤0.01% | 2534 |
|
|
2025
Q4 | $905K | Buy |
3,139
+385
| +14% | +$99.5K | ﹤0.01% | 2509 |
|
|
2025
Q3 | $657K | Buy |
2,754
+86
| +3% | +$19K | ﹤0.01% | 2651 |
|
|
2025
Q2 | $525K | Sell |
2,668
-160
| -6% | -$27.8K | ﹤0.01% | 2751 |
|
|
2025
Q1 | $475K | Sell |
2,828
-96
| -3% | -$16.7K | ﹤0.01% | 2714 |
|
|
2024
Q4 | $541K | Sell |
2,924
-69
| -2% | -$12.9K | ﹤0.01% | 2624 |
|
|
2024
Q3 | $532K | Sell |
2,993
-1,390
| -32% | -$236K | ﹤0.01% | 2637 |
|
|
2024
Q2 | $685K | Sell |
4,383
-147
| -3% | -$23.4K | ﹤0.01% | 2418 |
|
|
2024
Q1 | $759K | Sell |
4,530
-10,644
| -70% | -$1.65M | ﹤0.01% | 2368 |
|
|
2023
Q4 | $2.3M | Sell |
15,174
-613
| -4% | -$82.4K | ﹤0.01% | 1566 |
|
|
2023
Q3 | $2.06M | Sell |
15,787
-531
| -3% | -$74.3K | ﹤0.01% | 1579 |
|
|
2023
Q2 | $2.45M | Sell |
16,318
-617
| -4% | -$88.3K | ﹤0.01% | 1480 |
|
|
2023
Q1 | $2.41M | Sell |
16,935
-8
| -0% | -$1.26K | ﹤0.01% | 1455 |
|
|
2022
Q4 | $2.68M | Buy |
16,943
+817
| +5% | +$116K | ﹤0.01% | 1312 |
|
|
2022
Q3 | $1.8M | Buy |
16,126
+819
| +5% | +$103K | ﹤0.01% | 1555 |
|
|
2022
Q2 | $1.78M | Buy |
15,307
+2,646
| +21% | +$341K | ﹤0.01% | 1568 |
|
|
2022
Q1 | $1.78M | Sell |
12,661
-16,097
| -56% | -$2.31M | ﹤0.01% | 1698 |
|
|
2021
Q4 | $4.73M | Sell |
28,758
-204
| -0.7% | -$34.2K | 0.01% | 1097 |
|
|
2021
Q3 | $4.38M | Sell |
28,962
-210
| -0.7% | -$34.4K | 0.01% | 1095 |
|
|
2021
Q2 | $4.5M | Buy |
29,172
+2,849
| +11% | +$454K | 0.01% | 1075 |
|
|
2021
Q1 | $3.92M | Sell |
26,323
-906
| -3% | -$118K | 0.01% | 1099 |
|
|
2020
Q4 | $2.77M | Sell |
27,229
-2,788
| -9% | -$241K | ﹤0.01% | 1183 |
|
|
2020
Q3 | $2.05M | Sell |
30,017
-4,128
| -12% | -$289K | ﹤0.01% | 1200 |
|
|
2020
Q2 | $2.55M | Buy |
34,145
+1,313
| +4% | +$88.7K | 0.01% | 1031 |
|
|
2020
Q1 | $2.03M | Buy |
32,832
+2,604
| +9% | +$195K | 0.01% | 1034 |
|
|
2019
Q4 | $2.56M | Sell |
30,228
-8,872
| -23% | -$728K | 0.01% | 1181 |
|
|
2019
Q3 | $3.31M | Sell |
39,100
-21,509
| -35% | -$1.8M | 0.01% | 1022 |
|
|
2019
Q2 | $5.53M | Sell |
60,609
-7,223
| -11% | -$709K | 0.01% | 824 |
|
|
2019
Q1 | $7.16M | Buy |
67,832
+41,218
| +155% | +$4.38M | 0.02% | 657 |
|
|
2018
Q4 | $2.58M | Sell |
26,614
-8,433
| -24% | -$952K | 0.01% | 1040 |
|
|
2018
Q3 | $4.79M | Sell |
35,047
-11,401
| -25% | -$1.68M | 0.01% | 864 |
|
|
2018
Q2 | $6.9M | Sell |
46,448
-10,645
| -19% | -$1.75M | 0.02% | 662 |
|
|
2018
Q1 | $10.8M | Sell |
57,093
-2,167
| -4% | -$422K | 0.03% | 509 |
|
|
2017
Q4 | $12.2M | Sell |
59,260
-856
| -1% | -$166K | 0.04% | 449 |
|
|
2017
Q3 | $11.4M | Sell |
60,116
-1,828
| -3% | -$325K | 0.04% | 457 |
|
|
2017
Q2 | $10.3M | Sell |
61,944
-1,747
| -3% | -$279K | 0.04% | 471 |
|
|
2017
Q1 | $10.4M | Sell |
63,691
-8,434
| -12% | -$1.33M | 0.04% | 448 |
|
|
2016
Q4 | $10.5M | Buy |
72,125
+11,540
| +19% | +$1.68M | 0.04% | 399 |
|
|
2016
Q3 | $8.76M | Buy |
60,585
+5,792
| +11% | +$829K | 0.04% | 423 |
|
|
2016
Q2 | $7.71M | Sell |
54,793
-3,830
| -7% | -$627K | 0.04% | 444 |
|
|
2016
Q1 | $9.52M | Sell |
58,623
-747
| -1% | -$104K | 0.05% | 345 |
|
|
2015
Q4 | $9.49M | Sell |
59,370
-10,192
| -15% | -$1.75M | 0.05% | 360 |
|
|
2015
Q3 | $11.9M | Sell |
69,562
-83,020
| -54% | -$16.3M | 0.07% | 310 |
|
|
2015
Q2 | $33.3M | Buy |
152,582
+28,856
| +23% | +$6.42M | 0.17% | 147 |
|
|
2015
Q1 | $26.6M | Sell |
123,726
-17,474
| -12% | -$3.69M | 0.15% | 170 |
|
|
2014
Q4 | $30M | Buy |
141,200
+124,835
| +763% | +$24.8M | 0.17% | 159 |
|
|
2014
Q3 | $3.28M | Sell |
16,365
-2,757
| -14% | -$563K | 0.03% | 607 |
|
|
2014
Q2 | $3.93M | Sell |
19,122
-7,240
| -27% | -$1.4M | 0.04% | 541 |
|
|
2014
Q1 | $5.27M | Buy |
+26,362
| New | +$5.18M | 0.05% | 424 |
|
Other funds holding AMG
VPM
VCM
AI
Stifel Financial's AMG Position: Q1 2026 in Review
Stifel Financial reduced its Affiliated Managers Group (AMG) stake by 0.1% in Q1 2026, selling an estimated $904 and leaving 3,136 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.
Stifel Financial first reported a position in AMG in Q1 2014 and has held it in 49 quarters since. The position peaked at $33.3M in Q2 2015. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.
- Stifel Financial held 3,136 shares of Affiliated Managers Group worth $868K as of Q1 2026.
- Stifel Financial sold 3 Affiliated Managers Group shares in Q1 2026, an estimated $904.
- Affiliated Managers Group made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2534 holding.
- Stifel Financial first reported a position in Affiliated Managers Group in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's Affiliated Managers Group position peaked at $33.3M in Q2 2015.
- 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.