Cambria Investment Management, L.P.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1529389
Manhattan Beach, CA
Position in AMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,598
+$47,879 QoQ
Shares Held
776
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#387
of 566 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambria Investment Management, L.P. holds $70,218,039 across 14 Asset Management names. AMG ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRBG |
Corebridge Financial, Inc.
|
334,676 | $9,581,773 | |
| 2 | PFG |
Principal Financial Group Inc
|
88,570 | $9,546,074 | |
| 3 | BEN |
Franklin Resources Inc
|
283,890 | $9,445,020 | |
| 4 | AMP |
Ameriprise Financial Inc
|
20,356 | $9,338,518 | |
| 5 | STT |
State Street Corp
|
54,681 | $9,273,897 | |
| 6 | NTRS |
Northern Trust Corp
|
53,154 | $9,240,291 | |
| 7 | FHI |
Federated Hermes, Inc.
|
162,173 | $8,955,193 | |
| 8 | BX |
Blackstone Inc.
|
17,892 | $2,105,351 |
All Filings in AMG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,598 | 776 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $214,719 | 776 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $442,509 | 1,535 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $316,158 | 1,326 | Shares | Other | 2025-12-01 | |
| 2025-06-30 | $11,261,540 | 57,232 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $11,064,943 | 65,851 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $13,415,946 | 72,550 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $12,677,495 | 71,302 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,341,516 | 72,595 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $12,247,750 | 73,134 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $9,525,680 | 62,909 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $7,115,130 | 54,589 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,546,511 | 50,347 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,400,570 | 51,963 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||