Ironwood Investment Counsel, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1330463
SCOTTSDALE, AZ
Position in AMG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$247,032
+$45,041 QoQ
Shares Held
730
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#392
of 562 holders
Holding Since
Mar 2020
24 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, 2026Ironwood Investment Counsel, LLC holds $6,059,392 across 7 Asset Management names. AMG ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
51,976 | $1,729,241 | |
| 2 | TROW |
Price T Rowe Group Inc
|
15,138 | $1,721,039 | |
| 3 | STT |
State Street Corp
|
5,742 | $973,843 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
43,970 | $829,713 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
7,165 | $279,793 | |
| 6 | IVZ |
Invesco Ltd.
|
10,562 | $278,731 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
This page
|
730 | $247,032 |
All Filings in AMG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,032 | 730 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $201,991 | 730 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $214,768 | 745 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $208,357 | 1,240 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $409,597 | 2,215 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $420,497 | 2,365 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $389,012 | 2,490 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $421,187 | 2,515 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $496,657 | 3,280 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $453,583 | 3,480 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $521,617 | 3,480 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $495,621 | 3,480 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $551,336 | 3,480 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $326,042 | 2,915 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $339,889 | 2,915 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $336,870 | 2,390 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $434,306 | 2,640 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $424,562 | 2,810 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $448,751 | 2,910 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $433,677 | 2,910 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $790,209 | 7,770 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $537,945 | 7,867 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,432,148 | 19,208 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,956,765 | 33,087 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||