Grove Bank & Trust’s Affiliated Managers Group AMG Stock Holding History

Grove Bank & Trust’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	$13.2K	Hold	39	–	–	﹤0.01%	612
2026 Q1	$10.8K	Buy	39 +4	+11%	+$1.21K	﹤0.01%	621
2025 Q4	$10.1K	Hold	35	–	–	﹤0.01%	633
2025 Q3	$8.35K	Buy	35 +16	+84%	+$3.53K	﹤0.01%	640
2025 Q2	$3.74K	Hold	19	–	–	﹤0.01%	734
2025 Q1	$3.19K	Hold	19	–	–	﹤0.01%	727
2024 Q4	$3.51K	Buy	+19	New	+$3.55K	﹤0.01%	634
2023 Q2	–	Sell	-15	Closed	-$2.14K	–	640
2023 Q1	$2.14K	Buy	+15	New	+$2.37K	﹤0.01%	641
2018 Q1	–	Sell	-27	Closed	-$6K	–	171
2017 Q4	$6K	Hold	27	–	–	﹤0.01%	470
2017 Q3	$5K	Sell	27 -24	-47%	-$4.27K	﹤0.01%	519
2017 Q2	$8K	Buy	51 +28	+122%	+$4.47K	0.01%	490
2017 Q1	$4K	Hold	23	–	–	﹤0.01%	441
2016 Q4	$3K	Buy	+23	New	+$3.34K	﹤0.01%	505

Other funds holding AMG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Grove Bank & Trust's AMG Position: Q2 2026 in Review

Grove Bank & Trust held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 39 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Grove Bank & Trust first reported a position in AMG in Q4 2016 and has held it in 13 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

Grove Bank & Trust held 39 shares of Affiliated Managers Group worth $13.2K as of Q2 2026.
Grove Bank & Trust left its Affiliated Managers Group share count unchanged in Q2 2026.
Affiliated Managers Group made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #612 holding.
Grove Bank & Trust first reported a position in Affiliated Managers Group in Q4 2016 and has held it in 13 quarters since.
566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.