Birch Financial Group’s Affiliated Managers Group AMG Stock Holding History

Birch Financial 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 Q2	$243K	Sell	717 -100	-12%	-$31K	0.12%	116
2026 Q1	$226K	Sell	817 -168	-17%	-$50.6K	0.13%	124
2025 Q4	$284K	Sell	985 -14	-1%	-$3.62K	0.16%	105
2025 Q3	$238K	Sell	999 -89	-8%	-$19.6K	0.14%	108
2025 Q2	$214K	Buy	+1,088	New	+$189K	0.17%	104

Other funds holding AMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Birch Financial Group's AMG Position: Q2 2026 in Review

Birch Financial Group reduced its Affiliated Managers Group (AMG) stake by 12% in Q2 2026, selling an estimated $31K and leaving 717 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #116.

Birch Financial Group first reported a position in AMG in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q4 2025. 258 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Birch Financial Group held 717 shares of Affiliated Managers Group worth $243K as of Q2 2026.
Birch Financial Group sold 100 Affiliated Managers Group shares in Q2 2026, an estimated $31K.
Affiliated Managers Group made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #116 holding.
Birch Financial Group first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 5 quarters since.
Birch Financial Group's Affiliated Managers Group position peaked at $284K in Q4 2025.
258 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.