Truist Financial’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Buy |
3,996
+232
| +6% | +$69.9K | ﹤0.01% | 1643 |
|
|
2025
Q4 | $1.09M | Buy |
3,764
+561
| +18% | +$145K | ﹤0.01% | 1617 |
|
|
2025
Q3 | $764K | Buy |
3,203
+794
| +33% | +$175K | ﹤0.01% | 1805 |
|
|
2025
Q2 | $474K | Buy |
2,409
+139
| +6% | +$24.1K | ﹤0.01% | 1996 |
|
|
2025
Q1 | $381K | Sell |
2,270
-429
| -16% | -$74.8K | ﹤0.01% | 2021 |
|
|
2024
Q4 | $499K | Buy |
2,699
+366
| +16% | +$68.3K | ﹤0.01% | 1878 |
|
|
2024
Q3 | $415K | Sell |
2,333
-25,877
| -92% | -$4.4M | ﹤0.01% | 1963 |
|
|
2024
Q2 | $4.41M | Sell |
28,210
-10,143
| -26% | -$1.61M | 0.01% | 908 |
|
|
2024
Q1 | $6.42M | Buy |
38,353
+353
| +0.9% | +$54.9K | 0.01% | 785 |
|
|
2023
Q4 | $5.75M | Sell |
38,000
-4,325
| -10% | -$581K | 0.01% | 819 |
|
|
2023
Q3 | $5.52M | Sell |
42,325
-1,650
| -4% | -$231K | 0.01% | 810 |
|
|
2023
Q2 | $6.59M | Sell |
43,975
-3,090
| -7% | -$442K | 0.01% | 735 |
|
|
2023
Q1 | $6.7M | Sell |
47,065
-820
| -2% | -$130K | 0.01% | 725 |
|
|
2022
Q4 | $7.59M | Sell |
47,885
-7,503
| -14% | -$1.06M | 0.01% | 670 |
|
|
2022
Q3 | $6.2M | Sell |
55,388
-303
| -0.5% | -$38K | 0.01% | 708 |
|
|
2022
Q2 | $6.49M | Sell |
55,691
-56
| -0.1% | -$7.21K | 0.01% | 722 |
|
|
2022
Q1 | $7.86M | Sell |
55,747
-4,474
| -7% | -$643K | 0.01% | 721 |
|
|
2021
Q4 | $9.91M | Sell |
60,221
-7,994
| -12% | -$1.34M | 0.02% | 643 |
|
|
2021
Q3 | $10.3M | Sell |
68,215
-393
| -0.6% | -$64.3K | 0.02% | 620 |
|
|
2021
Q2 | $10.6M | Sell |
68,608
-3,335
| -5% | -$532K | 0.02% | 618 |
|
|
2021
Q1 | $10.7M | Sell |
71,943
-7,017
| -9% | -$917K | 0.02% | 579 |
|
|
2020
Q4 | $8.03M | Sell |
78,960
-262,993
| -77% | -$22.7M | 0.02% | 663 |
|
|
2020
Q3 | $23.4M | Sell |
341,953
-75,190
| -18% | -$5.26M | 0.05% | 312 |
|
|
2020
Q2 | $31.1M | Sell |
417,143
-241,517
| -37% | -$16.3M | 0.07% | 259 |
|
|
2020
Q1 | $39M | Sell |
658,660
-14,179
| -2% | -$1.06M | 0.1% | 212 |
|
|
2019
Q4 | $57M | Buy |
672,839
+670,281
| +26,203% | +$55M | 0.12% | 189 |
|
|
2019
Q3 | $213K | Sell |
2,558
-328
| -11% | -$27.4K | ﹤0.01% | 743 |
|
|
2019
Q2 | $266K | Sell |
2,886
-664
| -19% | -$65.2K | ﹤0.01% | 708 |
|
|
2019
Q1 | $380K | Sell |
3,550
-2,696
| -43% | -$286K | 0.01% | 628 |
|
|
2018
Q4 | $608K | Sell |
6,246
-2,761
| -31% | -$312K | 0.01% | 523 |
|
|
2018
Q3 | $1.23M | Buy |
9,007
+539
| +6% | +$79.6K | 0.02% | 437 |
|
|
2018
Q2 | $1.26M | Sell |
8,468
-109
| -1% | -$18K | 0.02% | 431 |
|
|
2018
Q1 | $1.63M | Buy |
8,577
+112
| +1% | +$21.8K | 0.03% | 398 |
|
|
2017
Q4 | $1.74M | Buy |
8,465
+956
| +13% | +$185K | 0.03% | 391 |
|
|
2017
Q3 | $1.43M | Buy |
7,509
+467
| +7% | +$83.1K | 0.03% | 413 |
|
|
2017
Q2 | $1.17M | Buy |
7,042
+1,143
| +19% | +$182K | 0.02% | 445 |
|
|
2017
Q1 | $967K | Buy |
5,899
+400
| +7% | +$63.3K | 0.02% | 475 |
|
|
2016
Q4 | $800K | Sell |
5,499
-1,449
| -21% | -$210K | 0.02% | 506 |
|
|
2016
Q3 | $1M | Sell |
6,948
-524
| -7% | -$75K | 0.02% | 476 |
|
|
2016
Q2 | $1.05M | Sell |
7,472
-209
| -3% | -$34.2K | 0.02% | 466 |
|
|
2016
Q1 | $1.25M | Buy |
7,681
+2,038
| +36% | +$284K | 0.03% | 398 |
|
|
2015
Q4 | $901K | Sell |
5,643
-583
| -9% | -$100K | 0.02% | 433 |
|
|
2015
Q3 | $1.06M | Buy |
6,226
+808
| +15% | +$159K | 0.03% | 397 |
|
|
2015
Q2 | $1.18M | Sell |
5,418
-1,096
| -17% | -$244K | 0.03% | 359 |
|
|
2015
Q1 | $1.4M | Sell |
6,514
-297
| -4% | -$62.7K | 0.04% | 335 |
|
|
2014
Q4 | $1.45M | Sell |
6,811
-382
| -5% | -$75.9K | 0.04% | 329 |
|
|
2014
Q3 | $1.44M | Sell |
7,193
-3,479
| -33% | -$710K | 0.04% | 317 |
|
|
2014
Q2 | $2.19M | Sell |
10,672
-3,439
| -24% | -$665K | 0.07% | 267 |
|
|
2014
Q1 | $2.82M | Sell |
14,111
-9,504
| -40% | -$1.87M | 0.09% | 234 |
|
|
2013
Q4 | $5.12M | Sell |
23,615
-14,422
| -38% | -$2.88M | 0.17% | 154 |
|
|
2013
Q3 | $6.95M | Sell |
38,037
-12,970
| -25% | -$2.3M | 0.25% | 111 |
|
|
2013
Q2 | $8.36M | Buy |
+51,007
| New | +$8.07M | 0.31% | 88 |
|
Other funds holding AMG
VPM
VCM
AI
Truist Financial's AMG Position: Q1 2026 in Review
Truist Financial increased its Affiliated Managers Group (AMG) stake by 6.2% in Q1 2026, buying an estimated $69.9K and bringing the position to 3,996 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.
Truist Financial first reported a position in AMG in Q2 2013 and has held it in 52 quarters since. The position peaked at $57M in Q4 2019. 543 funds tracked by Wall St. Rank hold AMG as of Q1 2026.
- Truist Financial held 3,996 shares of Affiliated Managers Group worth $1.11M as of Q1 2026.
- Truist Financial bought 232 Affiliated Managers Group shares in Q1 2026, an estimated $69.9K.
- Affiliated Managers Group made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1643 holding.
- Truist Financial first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 52 quarters since.
- Truist Financial's Affiliated Managers Group position peaked at $57M in Q4 2019.
- 543 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.
Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.