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
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 $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

Trifecta Capital Advisors's AMG Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Affiliated Managers Group (AMG) in Q3 2025, closing a stake of 6 shares — an estimated $1.18K sold.

Trifecta Capital Advisors first reported a position in AMG in Q2 2025 and held it in 1 quarter. The position peaked at $1.18K in Q2 2025. 450 funds tracked by Wall St. Rank hold AMG as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining Affiliated Managers Group position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 6 Affiliated Managers Group shares in Q3 2025, an estimated $1.18K.
  • Trifecta Capital Advisors first reported a position in Affiliated Managers Group in Q2 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Affiliated Managers Group position peaked at $1.18K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.