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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
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 $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

Susquehanna Fundamental Investments's AMG Position: Q1 2026 in Review

Susquehanna Fundamental Investments increased its Affiliated Managers Group (AMG) stake by 38% in Q1 2026, buying an estimated $618K and bringing the position to 7,424 shares worth $2.05M. The position accounts for 0.08% of the portfolio, ranked #214.

Susquehanna Fundamental Investments first reported a position in AMG in Q3 2020 and has held it in 12 quarters since. The position peaked at $8.66M in Q2 2021. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Susquehanna Fundamental Investments held 7,424 shares of Affiliated Managers Group worth $2.05M as of Q1 2026.
  • Susquehanna Fundamental Investments bought 2,050 Affiliated Managers Group shares in Q1 2026, an estimated $618K.
  • Affiliated Managers Group made up 0.08% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #214 holding.
  • Susquehanna Fundamental Investments first reported a position in Affiliated Managers Group in Q3 2020 and has held it in 12 quarters since.
  • Susquehanna Fundamental Investments's Affiliated Managers Group position peaked at $8.66M in Q2 2021.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.