Position in AFCG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$341,623
-$50,102 QoQ
Shares Held
121,144
-11.9% QoQ
Ownership
0.515%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AFCG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. AFCG ranks #428 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,494,438 | $3,736,535,415 | |
| 2 | BLK |
BlackRock, Inc.
|
3,437,546 | $3,305,922,353 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,829,846 | $983,821,436 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,009,741 | $893,128,894 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,473,653 | $783,812,898 | |
| 6 | STT |
State Street Corp
|
4,953,857 | $626,960,134 | |
| 7 | CG |
Carlyle Group Inc.
|
10,172,445 | $492,244,607 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,732,512 | $479,386,064 |
All Filings in AFCG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,623 | 121,144 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $391,725 | 137,448 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $530,761 | 138,581 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $974,058 | 217,424 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $591,459 | 106,187 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,154,327 | 138,575 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,441,097 | 141,146 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $492,873 | 40,400 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $577,136 | 46,619 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $683,591 | 56,824 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $364,137 | 31,017 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $399,407 | 32,081 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $266,946 | 21,953 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,398,409 | 88,901 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,325,301 | 86,621 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,306,723 | 85,240 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $2,121,281 | 110,946 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,546,787 | 155,834 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,531,201 | 117,294 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $748,419 | 36,243 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $47,836 | 2,278 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||