Trifecta Capital Advisors
AMG icon

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
Q3 		$1.83K Hold
5
– – ﹤0.01% 295
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

Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Trifecta Capital Advisors's AMG Position: Q3 2026 in Review

Trifecta Capital Advisors held its Affiliated Managers Group (AMG) position steady in Q3 2026 at 5 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Trifecta Capital Advisors first reported a position in AMG in Q2 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold AMG as of Q3 2026.

  • Trifecta Capital Advisors held 5 shares of Affiliated Managers Group worth $1.83K as of Q3 2026.
  • Trifecta Capital Advisors left its Affiliated Managers Group share count unchanged in Q3 2026.
  • Affiliated Managers Group made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #295 holding.
  • Trifecta Capital Advisors first reported a position in Affiliated Managers Group in Q2 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.