Position in AMG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$584,078
+$90,446 QoQ
Shares Held
1,726
-3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
of 562 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $17,893,663 across 19 Asset Management names. AMG ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
17,295 | $2,933,231 | |
| 2 | BLK |
BlackRock, Inc.
|
2,999 | $2,883,717 | |
| 3 | BX |
Blackstone Inc.
|
18,604 | $2,189,132 | |
| 4 | NTRS |
Northern Trust Corp
|
12,575 | $2,186,037 | |
| 5 | AMP |
Ameriprise Financial Inc
|
2,477 | $1,136,348 | |
| 6 | KKR |
KKR & Co. Inc.
|
8,655 | $794,355 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
17,559 | $770,488 | |
| 8 | PFG |
Principal Financial Group Inc
|
6,411 | $690,977 |
All Filings in AMG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,078 | 1,726 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $493,632 | 1,784 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $519,192 | 1,801 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $423,213 | 1,775 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $349,463 | 1,776 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $302,790 | 1,802 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $333,595 | 1,804 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $318,795 | 1,793 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $275,902 | 1,766 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $298,264 | 1,781 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $275,887 | 1,822 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $222,490 | 1,707 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $258,710 | 1,726 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $258,207 | 1,813 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $284,540 | 1,796 | Shares | Defined | 2023-01-25 | |
| 2022-06-30 | $219,791 | 1,885 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $202,686 | 1,438 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $221,430 | 1,346 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $203,669 | 1,348 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $203,711 | 1,321 | Shares | Defined | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||