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Petrus Trust Company’s Affiliated Managers Group AMG Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-1,315
Closed -$259K – 188
2025
Q2 		$259K Buy
+1,315
New +$228K 0.03% 380
2024
Q4 		– Sell
-2,445
Closed -$435K – 583
2024
Q3 		$435K Sell
2,445
-1,998
-45% -$339K 0.04% 285
2024
Q2 		$694K Sell
4,443
-1,077
-20% -$171K 0.06% 105
2024
Q1 		$924K Hold
5,520
– – 0.08% 54
2023
Q4 		$836K Buy
+5,520
New +$742K 0.08% 74
2018
Q3 		– Sell
-1,366
Closed -$203K – 246
2018
Q2 		$203K Buy
+1,366
New +$225K 0.04% 244

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Petrus Trust Company's AMG Position: Q3 2025 in Review

Petrus Trust Company sold out of Affiliated Managers Group (AMG) in Q3 2025, closing a stake of 1,315 shares — an estimated $259K sold.

Petrus Trust Company first reported a position in AMG in Q2 2018 and held it in 6 quarters. The position peaked at $924K in Q1 2024. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • Petrus Trust Company reported no remaining Affiliated Managers Group position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,315 Affiliated Managers Group shares in Q3 2025, an estimated $259K.
  • Petrus Trust Company first reported a position in Affiliated Managers Group in Q2 2018 and held it in 6 quarters.
  • Petrus Trust Company's Affiliated Managers Group position peaked at $924K in Q1 2024.
  • 450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.