Position in AMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$300,837
+$44,060 QoQ
Shares Held
889
-4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#372
of 562 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $7,776,863 across 13 Asset Management names. AMG ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
90,757 | $3,544,060 | |
| 2 | BLK |
BlackRock, Inc.
|
750 | $721,170 | |
| 3 | BX |
Blackstone Inc.
|
3,957 | $465,620 | |
| 4 | EQH |
Equitable Holdings, Inc.
|
9,289 | $407,601 | |
| 5 | AMP |
Ameriprise Financial Inc
|
834 | $382,605 | |
| 6 | CG |
Carlyle Group Inc.
|
8,401 | $353,766 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,675 | $337,291 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
This page
|
889 | $300,837 |
All Filings in AMG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,837 | 889 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,777 | 928 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,523 | 928 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $240,337 | 1,008 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,379 | 1,059 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $208,035 | 1,125 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $225,983 | 1,271 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $244,171 | 1,458 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $220,770 | 1,458 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,227 | 1,728 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $259,009 | 1,728 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $272,164 | 1,911 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $302,759 | 1,911 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $227,502 | 2,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,537 | 2,183 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $307,693 | 2,183 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $359,125 | 2,183 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $357,025 | 2,363 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $364,398 | 2,363 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $374,661 | 2,514 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $274,895 | 2,703 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $221,294 | 2,968 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||