Dorsey & Whitney Trust CO LLC

Bank

Position in AMG — Affiliated Managers Group, Inc.

CIK 1384042 SIOUX FALLS, SD

Position in AMG

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

Position Value

$449,055

+$76,620 QoQ

Shares Held

1,327

-1.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#329

of 566 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dorsey & Whitney Trust CO LLC holds $15,881,552 across 22 Asset Management names. AMG ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	9,254	$4,245,363
2	PFG	Principal Financial Group Inc	27,916	$3,008,785
3	BLK	BlackRock, Inc.	2,422	$2,328,895
4	BX	Blackstone Inc.	7,371	$867,340
5	APO	Apollo Global Management, Inc.	4,714	$557,710
6	ARES	Ares Management Corp	4,604	$512,468
7	KKR	KKR & Co. Inc.	5,358	$491,753
8	AMG	Affiliated Managers Group, Inc. This page	1,327	$449,055

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,055	1,327	-1.4%	Shares	Other	2026-08-14
2026-03-31	$372,435	1,346	-0.1%	Shares	Other	2026-05-14
2025-12-31	$388,311	1,347	-2.0%	Shares	Other	2026-02-11
2025-09-30	$327,600	1,374	-3.2%	Shares	Other	2025-11-13
2025-06-30	$279,215	1,419	-10.0%	Shares	Other	2025-08-11
2025-03-31	$264,812	1,576	-4.3%	Shares	Other	2025-05-14
2024-12-31	$304,375	1,646	-0.7%	Shares	Other	2025-02-07
2024-09-30	$294,791	1,658	+37.5%	Shares	Other	2024-11-12
2024-03-31	$201,968	1,206	—	Shares	Other	2024-05-09
No filing history on record for this holder in this stock.