AMG β€” AFFILIATED MANAGERS GROUP INC COM

Ownership history in Goodman Financial Corp  Β·  6 quarters on record

AI Ownership Summary

Goodman Financial Corp reported AFFILIATED MANAGERS GROUP INC COM (AMG) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 3.73% in 2025 Q3. The latest visible filing shows AMG at 3.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Goodman Financial Corp's position in AFFILIATED MANAGERS GROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMG was reported at 3.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Goodman Financial Corp held AMG β€” position size vs. price
% of Fund (quarterly)    AMG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 67,474 -12,787 -15.9% 3.68% $19.5M 2026-02-14 (Est.) $329.78
2025 Q3 REDUCED 80,261 -1,995 -2.4% 3.73% $19.1M 2025-11-10 $259.55
2025 Q2 ADDED 82,256 +1,450 +1.8% 3.25% $16.2M 2025-08-11 $214.00
2025 Q1 ADDED 80,806 +1,301 +1.6% 2.93% $13.6M 2025-05-08 $181.13
2024 Q4 ADDED 79,505 +568 +0.7% 3.14% $14.7M 2025-02-11 $172.93
2024 Q3 INITIATED 78,937 β€” β€” 3.13% $14.0M 2024-11-13 $186.78

FAQ About Goodman Financial Corp and AMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Goodman Financial Corp reported owning AMG?

Goodman Financial Corp reported AMG across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AMG position in Goodman Financial Corp's portfolio?

The largest reported portfolio weight for AMG was 3.73% in 2025 Q3.

What is the latest reported AMG position on this page?

The most recent filing on this page is 2025 Q4, when Goodman Financial Corp reported 67,474 shares, equal to 3.68% of portfolio, with an estimated market value of $19.5M.

What does the chart on this AMG ownership page compare?

The chart compares Goodman Financial Corp's quarterly AMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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