ATLAS CAPITAL ADVISORS INC.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1434165
JACKSON, WY
Position in AMG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,965
+$2,957 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#466
of 566 holders
Holding Since
Dec 2025
2 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, 2026ATLAS CAPITAL ADVISORS INC. holds $4,128,058 across 16 Asset Management names. AMG ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
12,278 | $1,323,322 | |
| 2 | STT |
State Street Corp
|
5,578 | $946,028 | |
| 3 | NTRS |
Northern Trust Corp
|
2,822 | $490,576 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,759 | $253,221 | |
| 5 | BLK |
BlackRock, Inc.
|
237 | $227,889 | |
| 6 | IVZ |
Invesco Ltd.
|
7,562 | $199,561 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
4,565 | $194,423 | |
| 8 | BX |
Blackstone Inc.
|
1,631 | $191,919 |
All Filings in AMG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,965 | 59 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $17,008 | 59 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||