AMG — AFFILIATED MANAGERS GROUP IN

Ownership history in Aerodigm Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Aerodigm Wealth, LLC reported a position in AFFILIATED MANAGERS GROUP IN (AMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.0% (2025 Q4)
Avg. % of fund
9.0%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 88,749 — — 9.00% $25.6M $288.27
% of Fund (quarterly)    AMG price (monthly, adj. close)

Other funds also holding AMG

As of 2025 Q4 — sorted by position size

Kiltearn Partners LLP 3Y 7Y 14.76% BRUNI J V & CO /CO 3Y 7Y 7.14% Clarkston Capital Partners, LLC 3Y 7Y 6.03% Goodman Financial Corp 3Y 7Y 3.68% ARIEL INVESTMENTS, LLC 3Y 7Y 3.68% Wallace Capital Management Inc. 3Y 7Y 2.26% Channing Capital Management, LLC 3Y 7Y 2.16% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 2.08% Long Road Investment Counsel, LLC 3Y 7Y 1.7% CWC Advisors, LLC. 3Y 7Y 1.67%
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