Susquehanna Fundamental Investments
AMG icon

Susquehanna Fundamental Investments’s Affiliated Managers Group AMG Stock Holding History

Susquehanna Fundamental Investments’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 		$6.61M Buy
19,530
+12,106
+163% +$3.75M 0.12% 188
2026
Q1 		$2.05M Buy
7,424
+2,050
+38% +$618K 0.08% 214
2025
Q4 		$1.55M Buy
+5,374
New +$1.39M 0.05% 273
2025
Q3 		– Sell
-1,200
Closed -$236K – 567
2025
Q2 		$236K Sell
1,200
-6,625
-85% -$1.15M 0.01% 647
2025
Q1 		$1.31M Sell
7,825
-12,102
-61% -$2.11M 0.02% 627
2024
Q4 		$3.68M Buy
+19,927
New +$3.72M 0.05% 389
2024
Q2 		$5.17M Buy
33,109
+8,660
+35% +$1.38M 0.12% 227
2024
Q1 		$4.09M Buy
+24,449
New +$3.8M 0.19% 143
2021
Q4 		– Sell
-44,796
Closed -$6.77M – 1416
2021
Q3 		$6.77M Sell
44,796
-11,388
-20% -$1.86M 0.12% 213
2021
Q2 		$8.66M Hold
56,184
– – 0.16% 169
2021
Q1 		$8.37M Hold
56,184
– – 0.14% 189
2020
Q4 		$5.71M Buy
56,184
+41,549
+284% +$3.59M 0.1% 277
2020
Q3 		$1M Buy
+14,635
New +$1.02M 0.03% 644

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
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Susquehanna Fundamental Investments's AMG Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its Affiliated Managers Group (AMG) stake by 163% in Q2 2026, buying an estimated $3.75M and bringing the position to 19,530 shares worth $6.61M. The position accounts for 0.12% of the portfolio, ranked #188.

Susquehanna Fundamental Investments first reported a position in AMG in Q3 2020 and has held it in 13 quarters since. The position peaked at $8.66M in Q2 2021. 567 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Susquehanna Fundamental Investments held 19,530 shares of Affiliated Managers Group worth $6.61M as of Q2 2026.
  • Susquehanna Fundamental Investments bought 12,106 Affiliated Managers Group shares in Q2 2026, an estimated $3.75M.
  • Affiliated Managers Group made up 0.12% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #188 holding.
  • Susquehanna Fundamental Investments first reported a position in Affiliated Managers Group in Q3 2020 and has held it in 13 quarters since.
  • Susquehanna Fundamental Investments's Affiliated Managers Group position peaked at $8.66M in Q2 2021.
  • 567 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.