Position in AMG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,622,177
+$2,361,268 QoQ
Shares Held
16,614
+41.0% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#125
of 566 holders
Holding Since
Mar 2021
16 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, 2026Creative Planning holds $559,880,439 across 178 Asset Management names. AMG ranks #25 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
436,815 | $51,400,020 | |
| 2 | TROW |
Price T Rowe Group Inc
|
420,488 | $47,805,280 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
885,994 | $37,734,483 | |
| 4 | CGBD |
Carlyle Secured Lending, Inc.
|
3,086,927 | $32,505,340 | |
| 5 | BLK |
BlackRock, Inc.
|
33,365 | $32,082,448 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
1,288,752 | $30,556,309 | |
| 7 | 452,530 | $23,508,932 | |||
| 8 | STT |
State Street Corp
|
137,249 | $23,277,430 |
All Filings in AMG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,622,177 | 16,614 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,260,909 | 11,785 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,834,368 | 9,832 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,780,832 | 7,469 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,241,027 | 6,307 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,020,278 | 6,072 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,176,090 | 6,360 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,126,718 | 6,337 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,012,837 | 6,483 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,038,648 | 6,202 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $396,720 | 2,620 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $314,379 | 2,412 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $356,587 | 2,379 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $209,784 | 1,473 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,693 | 17 | Shares | Sole | 2023-02-10 | |
| 2021-03-31 | $226,972 | 1,523 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||