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Affiliated Managers shares owned by Trifecta Capital Advisors

Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Trifecta Capital Advisors from 13F filings

Historical chart of Trifecta Capital Advisors investment in Affiliated Managers

Tip: Access up to 7 years of quarterly data

All positions including Affiliated Managers held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affiliated Managers by Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7k 5 338.40
2025-06-30 $1.2k 6 196.83

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Caterpillar (CAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advanced Micro Devices (AMD)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for Trifecta Capital Advisors

Top funds holding Affiliated Managers

BlackRock
Morgan Stanley
Vanguard Portfolio Management
Vanguard Capital Management
Robeco Investment Management
Ariel Investments
State Street Corporation
Millennium Management
Hanna Zanoni
Dimensional Fund Advisors
Geode Capital Management
LSV Asset Management
Lyrical Asset Management
Allianz Asset Management
Bank of America Corporation

View all funds holding Affiliated Managers