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 Q3	$259K	Sell	709 -8	-1%	-$2.9K	0.12%	111
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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return

Birch Financial Group's AMG Position: Q3 2026 in Review

Birch Financial Group reduced its Affiliated Managers Group (AMG) stake by 1.1% in Q3 2026, selling an estimated $2.9K and leaving 709 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #111.

Birch Financial Group first reported a position in AMG in Q2 2025 and has held it in 6 quarters since. The position peaked at $284K in Q4 2025. 331 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

Birch Financial Group held 709 shares of Affiliated Managers Group worth $259K as of Q3 2026.
Birch Financial Group sold 8 Affiliated Managers Group shares in Q3 2026, an estimated $2.9K.
Affiliated Managers Group made up 0.12% of Birch Financial Group's portfolio in Q3 2026, its #111 holding.
Birch Financial Group first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 6 quarters since.
Birch Financial Group's Affiliated Managers Group position peaked at $284K in Q4 2025.
331 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.