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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

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return