Atria Investments, Inc

Position in AMG — Affiliated Managers Group, Inc.

CIK 1535865 Charlotte, NC

Position in AMG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$432,136

+$132,470 QoQ

Shares Held

1,277

+17.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#334

of 566 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $64,702,077 across 32 Asset Management names. AMG ranks #24 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	13,355	$12,841,633
2	CEF	Sprott Physical Gold & Silver Trust	130,306	$5,242,210
3	LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	246,045	$5,206,312
4	UTF	Cohen & Steers Infrastructure Fund Inc	164,937	$4,550,611
5	APO	Apollo Global Management, Inc.	33,715	$3,988,821
6	BX	Blackstone Inc.	31,789	$3,740,611
7	SEIC	Sei Investments Co	39,169	$3,435,512
8	AMP	Ameriprise Financial Inc	7,020	$3,220,495

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,136	1,277	+17.9%	Shares	Sole	2026-07-28
2026-03-31	$299,666	1,083	-15.1%	Shares	Sole	2026-05-05
2025-12-31	$367,557	1,275	+30.5%	Shares	Sole	2026-02-05
2025-09-30	$232,946	977	-61.3%	Shares	Sole	2025-11-06
2025-03-31	$424,275	2,525	-8.9%	Shares	Sole	2025-05-06
2024-12-31	$512,413	2,771	-8.7%	Shares	Sole	2025-02-06
2024-09-30	$539,800	3,036	-67.6%	Shares	Sole	2024-11-01
2021-03-31	$1,395,218	9,362	-64.5%	Shares	Sole	2021-05-11
2020-12-31	$2,681,422	26,366	-3.0%	Shares	Sole	2021-02-12
2020-09-30	$1,858,294	27,176	+3.7%	Shares	Sole	2020-11-05
2020-06-30	$1,953,099	26,195	+19.7%	Shares	Sole	2020-09-22
2020-03-31	$1,294,456	21,888	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.