TCA
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Trifecta Capital Advisors’s Affiliated Managers Group AMG Stock Holding History

Trifecta Capital Advisors’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 		$1.69K Buy
+5
New +$1.55K ﹤0.01% 317
2025
Q3 		– Sell
-6
Closed -$1.18K – 442
2025
Q2 		$1.18K Buy
+6
New +$1.04K ﹤0.01% 406

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

Trifecta Capital Advisors's AMG Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Affiliated Managers Group (AMG) in Q2 2026: 5 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in AMG as recently as Q2 2025.

Trifecta Capital Advisors first reported a position in AMG in Q2 2025 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Trifecta Capital Advisors held 5 shares of Affiliated Managers Group worth $1.69K as of Q2 2026.
  • Affiliated Managers Group was a new Trifecta Capital Advisors position in Q2 2026.
  • Affiliated Managers Group made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #317 holding.
  • Trifecta Capital Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.