Blue Trust Inc
AMG icon

Blue Trust Inc’s Affiliated Managers Group AMG Stock Holding History

Blue Trust Inc’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 		$1.84M Sell
5,037
-37
-0.7% -$13.4K 0.02% 205
2026
Q2 		$1.72M Buy
5,074
+106
+2% +$32.9K 0.02% 207
2026
Q1 		$1.37M Sell
4,968
-12
-0.2% -$3.62K 0.02% 240
2025
Q4 		$1.44M Buy
4,980
+193
+4% +$49.9K 0.02% 228
2025
Q3 		$1.14M Buy
4,787
+19
+0.4% +$4.19K 0.01% 266
2025
Q2 		$938K Buy
4,768
+145
+3% +$25.2K 0.01% 290
2025
Q1 		$777K Buy
4,623
+175
+4% +$30.5K 0.01% 298
2024
Q4 		$823K Buy
4,448
+2,641
+146% +$493K 0.01% 265
2024
Q3 		$282K Buy
1,807
+845
+88% +$144K ﹤0.01% 704
2024
Q2 		$161K Buy
962
+499
+108% +$79.4K ﹤0.01% 791
2024
Q1 		$77.5K Sell
463
-154
-25% -$23.9K ﹤0.01% 781
2023
Q4 		$80K Buy
617
+90
+17% +$12.1K ﹤0.01% 766
2023
Q3 		$79K Buy
527
+269
+104% +$37.6K ﹤0.01% 694
2023
Q2 		$37K Sell
258
-1,050
-80% -$150K ﹤0.01% 803
2023
Q1 		$208K Buy
1,308
+613
+88% +$96.8K ﹤0.01% 526
2022
Q4 		$78K Buy
695
+123
+22% +$17.4K ﹤0.01% 746
2022
Q3 		$66K Buy
572
+507
+780% +$63.6K ﹤0.01% 659
2022
Q2 		$9K Buy
+65
New +$8.36K ﹤0.01% 1220

Other funds holding AMG

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Blue Trust Inc's AMG Position: Q3 2026 in Review

Blue Trust Inc reduced its Affiliated Managers Group (AMG) stake by 0.73% in Q3 2026, selling an estimated $13.4K and leaving 5,037 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #205.

Blue Trust Inc first reported a position in AMG in Q2 2022 and has held it in 18 quarters since. 121 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Blue Trust Inc held 5,037 shares of Affiliated Managers Group worth $1.84M as of Q3 2026.
  • Blue Trust Inc sold 37 Affiliated Managers Group shares in Q3 2026, an estimated $13.4K.
  • Affiliated Managers Group made up 0.02% of Blue Trust Inc's portfolio in Q3 2026, its #205 holding.
  • Blue Trust Inc first reported a position in Affiliated Managers Group in Q2 2022 and has held it in 18 quarters since.
  • 121 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.