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TFC Financial Management’s Affiliated Managers Group AMG Stock Holding History

TFC Financial Management’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
Q1 		$277 Hold
1
– – ﹤0.01% 763
2025
Q4 		$289 Hold
1
– – ﹤0.01% 739
2025
Q3 		$239 Hold
1
– – ﹤0.01% 778
2025
Q2 		$197 Buy
+1
New +$173 ﹤0.01% 778
2024
Q3 		– Sell
-1
Closed -$157 – 1009
2024
Q2 		$157 Buy
+1
New +$159 ﹤0.01% 749
2023
Q2 		– Sell
-1
Closed -$143 – 649
2023
Q1 		$143 Buy
+1
New +$158 ﹤0.01% 679

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's AMG Position: Q1 2026 in Review

TFC Financial Management held its Affiliated Managers Group (AMG) position steady in Q1 2026 at 1 share worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #763.

TFC Financial Management first reported a position in AMG in Q1 2023 and has held it in 6 quarters since. The position peaked at $289 in Q4 2025. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • TFC Financial Management held 1 share of Affiliated Managers Group worth $277 as of Q1 2026.
  • TFC Financial Management left its Affiliated Managers Group share count unchanged in Q1 2026.
  • Affiliated Managers Group made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #763 holding.
  • TFC Financial Management first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 6 quarters since.
  • TFC Financial Management's Affiliated Managers Group position peaked at $289 in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.