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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
Q2 		$339 Hold
1
– – ﹤0.01% 798
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFC Financial Management's AMG Position: Q2 2026 in Review

TFC Financial Management held its Affiliated Managers Group (AMG) position steady in Q2 2026 at 1 share worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #798.

TFC Financial Management first reported a position in AMG in Q1 2023 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • TFC Financial Management held 1 share of Affiliated Managers Group worth $339 as of Q2 2026.
  • TFC Financial Management left its Affiliated Managers Group share count unchanged in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #798 holding.
  • TFC Financial Management first reported a position in Affiliated Managers Group in Q1 2023 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.