Trifecta Capital Advisors, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1962615 NORTHBROOK, IL

Position in AMG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,692

+$512 QoQ

Shares Held

-16.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#535

of 562 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $6,256,714 across 6 Asset Management names. AMG ranks #3 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	5,900	$5,673,204
2	AMP	Ameriprise Financial Inc	1,262	$578,955
3	AMG	Affiliated Managers Group, Inc. This page	5	$1,692
4	KKR	KKR & Co. Inc.	15	$1,376
5	STT	State Street Corp	6	$1,017
6	BX	Blackstone Inc.	4	$470

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,692	5	-16.7%	Shares	Sole	2026-08-03
2025-06-30	$1,180	6	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.