CWC Advisors, LLC.

Position in AMG — Affiliated Managers Group, Inc.

CIK 1520683 LAKE OSWEGO, OR

Position in AMG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,699,388

+$570,188 QoQ

Shares Held

10,932

-3.3% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

3.52%

of 13F equity value

Holder Rank

#152

of 566 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CWC Advisors, LLC. holds $4,032,374 across 3 Asset Management names. AMG ranks #1 (91.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMG	Affiliated Managers Group, Inc. This page	10,932	$3,699,388
2	PDI	PIMCO Dynamic Income Fund	14,523	$242,534
3	PML	Pimco Municipal Income Fund II	11,886	$90,452

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,699,388	10,932	-3.3%	Shares	Sole	2026-07-21
2026-03-31	$3,129,200	11,309	-5.8%	Shares	Sole	2026-04-16
2025-12-31	$3,459,360	12,000	-26.4%	Shares	Sole	2026-01-26
2025-09-30	$3,888,554	16,309	-1.0%	Shares	Sole	2025-10-10
2025-06-30	$3,240,605	16,469	+2.8%	Shares	Sole	2025-07-10
2025-03-31	$2,692,344	16,023	+47.9%	Shares	Sole	2025-04-24
2024-12-31	$2,003,238	10,833	+1.3%	Shares	Sole	2025-03-18
2024-09-30	$1,901,037	10,692	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.