Gradient Investments LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1542265 ARDEN HILLS, MN

Position in AMG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,390,796

-$265,524 QoQ

Shares Held

7,065

-26.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#181

of 562 holders

Holding Since

Dec 2022

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $7,444,961 across 5 Asset Management names. AMG ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	135,005	$2,547,544
2	AMG	Affiliated Managers Group, Inc. This page	7,065	$2,390,796
3	RJF	Raymond James Financial Inc	10,140	$1,541,584
4	IVZ	Invesco Ltd.	28,112	$741,875
5	PDI	PIMCO Dynamic Income Fund	13,363	$223,162

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,390,796	7,065	-26.4%	Shares	Sole	2026-07-08
2026-03-31	$2,656,320	9,600	+159900.0%	Shares	Sole	2026-04-13
2023-06-30	$899	6	+100.0%	Shares	Sole	2023-07-11
2022-12-31	$475	3	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.