WLG
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Williamson Legacy Group’s Affiliated Managers Group AMG Stock Holding History

Williamson Legacy Group’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 		$1.41M Buy
5,104
+995
+24% +$300K 1.06% 37
2025
Q4 		$1.18M Buy
4,109
+62
+2% +$16K 0.93% 45
2025
Q3 		$965K Buy
+4,047
New +$892K 0.75% 65

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

Williamson Legacy Group's AMG Position: Q1 2026 in Review

Williamson Legacy Group increased its Affiliated Managers Group (AMG) stake by 24% in Q1 2026, buying an estimated $300K and bringing the position to 5,104 shares worth $1.41M. The position accounts for 1.06% of the portfolio, ranked #37.

Williamson Legacy Group first reported a position in AMG in Q3 2025 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Williamson Legacy Group held 5,104 shares of Affiliated Managers Group worth $1.41M as of Q1 2026.
  • Williamson Legacy Group bought 995 Affiliated Managers Group shares in Q1 2026, an estimated $300K.
  • Affiliated Managers Group made up 1.06% of Williamson Legacy Group's portfolio in Q1 2026, its #37 holding.
  • Williamson Legacy Group first reported a position in Affiliated Managers Group in Q3 2025 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.