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Xponance’s Affiliated Managers Group AMG Stock Holding History

Xponance’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 		$931K Buy
3,363
+780
+30% +$235K 0.01% 770
2025
Q4 		$745K Sell
2,583
-563
-18% -$146K 0.01% 783
2025
Q3 		$750K Sell
3,146
-32
-1% -$7.05K 0.01% 802
2025
Q2 		$625K Sell
3,178
-242
-7% -$42K 0.01% 870
2025
Q1 		$575K Sell
3,420
-339
-9% -$59.1K 0.01% 892
2024
Q4 		$695K Buy
3,759
+132
+4% +$24.6K 0.01% 849
2024
Q3 		$645K Sell
3,627
-141
-4% -$23.9K 0.01% 853
2024
Q2 		$589K Sell
3,768
-884
-19% -$141K 0.01% 859
2024
Q1 		$779K Buy
4,652
+332
+8% +$51.6K 0.01% 794
2023
Q4 		$654K Sell
4,320
-177
-4% -$23.8K 0.01% 837
2023
Q3 		$586K Buy
4,497
+64
+1% +$8.95K 0.01% 825
2023
Q2 		$664K Sell
4,433
-548
-11% -$78.4K 0.01% 799
2023
Q1 		$709K Buy
4,981
+35
+0.7% +$5.53K 0.01% 783
2022
Q4 		$784K Buy
4,946
+442
+10% +$62.5K 0.01% 722
2022
Q3 		$504K Sell
4,504
-99
-2% -$12.4K 0.01% 842
2022
Q2 		$537K Buy
4,603
+161
+4% +$20.7K 0.01% 831
2022
Q1 		$626K Sell
4,442
-66
-1% -$9.48K 0.01% 800
2021
Q4 		$742K Sell
4,508
-101
-2% -$16.9K 0.01% 739
2021
Q3 		$696K Sell
4,609
-263
-5% -$43.1K 0.01% 732
2021
Q2 		$751K Buy
4,872
+393
+9% +$62.7K 0.01% 731
2021
Q1 		$668K Sell
4,479
-294
-6% -$38.4K 0.01% 645
2020
Q4 		$485K Sell
4,773
-130
-3% -$11.2K 0.01% 758
2020
Q3 		$335K Buy
4,903
+610
+14% +$42.6K 0.01% 813
2020
Q2 		$320K Buy
+4,293
New +$290K 0.01% 804

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

Xponance's AMG Position: Q1 2026 in Review

Xponance increased its Affiliated Managers Group (AMG) stake by 30% in Q1 2026, buying an estimated $235K and bringing the position to 3,363 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #770.

Xponance first reported a position in AMG in Q2 2020 and has held it in 24 quarters since. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Xponance held 3,363 shares of Affiliated Managers Group worth $931K as of Q1 2026.
  • Xponance bought 780 Affiliated Managers Group shares in Q1 2026, an estimated $235K.
  • Affiliated Managers Group made up 0.01% of Xponance's portfolio in Q1 2026, its #770 holding.
  • Xponance first reported a position in Affiliated Managers Group in Q2 2020 and has held it in 24 quarters since.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.