Edgestream Partners, L.P.

Position in AMG — Affiliated Managers Group, Inc.

CIK 1535061 Princeton, NJ

Position in AMG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$790,164

-$716,190 QoQ

Shares Held

2,335

-57.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#285

of 566 holders

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $52,662,841 across 15 Asset Management names. AMG ranks #11 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	81,628	$14,190,211
2	STT	State Street Corp	69,094	$11,718,342
3	KKR	KKR & Co. Inc.	51,480	$4,724,834
4	RJF	Raymond James Financial Inc	30,491	$4,635,546
5	APAM	Artisan Partners Asset Management Inc.	114,667	$3,959,451
6	BX	Blackstone Inc.	32,199	$3,788,856
7	AMP	Ameriprise Financial Inc	5,232	$2,400,232
8	OWL	Blue Owl Capital Inc.	256,312	$2,242,730

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$790,164	2,335	-57.1%	Shares	Sole	2026-08-11
2026-03-31	$1,506,354	5,444	-82.1%	Shares	Sole	2026-05-18
2025-12-31	$8,780,720	30,459	+8.4%	Shares	Sole	2026-02-13
2025-09-30	$6,698,213	28,093	+374.5%	Shares	Sole	2025-11-12
2025-03-31	$994,737	5,920	+7.4%	Shares	Sole	2025-05-02
2024-12-31	$1,018,909	5,510	+18.9%	Shares	Sole	2025-02-07
2024-09-30	$823,925	4,634	+121.2%	Shares	Sole	2024-11-14
2023-12-31	$317,224	2,095	-52.7%	Shares	Sole	2024-02-14
2023-09-30	$577,145	4,428	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.