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Affiliated Managers shares owned by Birch Financial Group

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Affiliated Managers

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All positions including Affiliated Managers held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affiliated Managers by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 999 238.52
2025-06-30 $214k 1.1k 196.84

More positions owned by Birch Financial Group

American Express Company (AXP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Home Depot (HD)
Ameriprise Financial (AMP)
Microsoft Corporation (MSFT)
General Dynamics Corporation (GD)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs (GS)
Bank of America Corporation (BAC)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Birch Financial Group

Top funds holding Affiliated Managers

BlackRock
Vanguard Group
Morgan Stanley
Ariel Investments
Clarkston Capital Partners
Robeco Investment Management
Millennium Management
State Street Corporation
Dimensional Fund Advisors
Citadel Advisors
Lyrical Asset Management
Hanna Zanoni
Geode Capital Management
LSV Asset Management
Channing Capital Management

View all funds holding Affiliated Managers