PRIVATE CLIENT SERVICES, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1457005 LOUISVILLE, KY

Position in AMG

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,234,821

-$331,024 QoQ

Shares Held

3,649

-35.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#10

of 57 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

PRIVATE CLIENT SERVICES, LLC holds $4,196,231 across 4 Asset Management names. AMG ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	72,249	$2,179,752
2	AMG	Affiliated Managers Group, Inc. This page	3,649	$1,234,821
3	PSLV	Sprott Physical Silver Trust	24,175	$456,182
4	RQI	Cohen & Steers Quality Income Realty Fund Inc	26,440	$325,476

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,234,821	3,649	-35.5%	Shares	Sole	2026-07-06
2026-03-31	$1,565,845	5,659	+6.9%	Shares	Sole	2026-04-06
2025-12-31	$1,526,154	5,294	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.