MAI Capital Management

Position in AMG — Affiliated Managers Group, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in AMG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$431,120

+$123,707 QoQ

Shares Held

1,274

+14.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#334

of 562 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MAI Capital Management holds $182,959,209 across 85 Asset Management names. AMG ranks #40 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	34,264	$32,946,891
2	BN	BROOKFIELD Corp /ON/	384,287	$16,366,783
3	GBDC	GOLUB CAPITAL BDC, Inc.	1,235,407	$15,912,041
4	APO	Apollo Global Management, Inc.	130,206	$15,404,671
5	BX	Blackstone Inc.	120,945	$14,231,597
6	PHYS	Sprott Physical Gold Trust	329,709	$9,947,320
7	OBDC	Blue Owl Capital Corp	804,046	$8,739,979
8	BAM	Brookfield Asset Management Ltd.	140,690	$6,309,945

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$431,120	1,274	+14.7%	Shares	Sole	2026-08-14
2026-03-31	$307,413	1,111	+2.2%	Shares	Sole	2026-05-15
2025-12-31	$313,360	1,087	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$264,180	1,108	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$219,005	1,113	-3.8%	Shares	Sole	2025-08-12
2025-03-31	$194,410	1,157	+3.8%	Shares	Sole	2025-05-15
2024-12-31	$206,185	1,115	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$203,047	1,142	-8.9%	Shares	Sole	2024-11-07
2021-12-31	$206,131	1,253	-25.5%	Shares	Sole	2022-02-11
2021-03-31	$250,817	1,683	-16.3%	Shares	Sole	2021-05-10
2020-12-31	$204,417	2,010	-91.4%	Shares	Sole	2021-02-16
2020-03-31	$1,385,117	23,421	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.