TD PRIVATE CLIENT WEALTH LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1551017
NEW YORK, NY
Position in AMG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$511,660
+$137,009 QoQ
Shares Held
1,512
+11.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#315
of 566 holders
Holding Since
Mar 2020
17 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,750,847 across 30 Asset Management names. AMG ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,032 | $2,915,449 | |
| 2 | PFG |
Principal Financial Group Inc
|
17,647 | $1,901,993 | |
| 3 | APO |
Apollo Global Management, Inc.
|
7,928 | $937,961 | |
| 4 | KKR |
KKR & Co. Inc.
|
8,692 | $797,751 | |
| 5 | HLNE |
Hamilton Lane INC
|
7,966 | $627,959 | |
| 6 | CG |
Carlyle Group Inc.
|
13,206 | $556,104 | |
| 7 | BX |
Blackstone Inc.
|
4,513 | $531,044 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
This page
|
1,512 | $511,660 |
All Filings in AMG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,660 | 1,512 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $374,651 | 1,354 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $341,323 | 1,184 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $211,964 | 889 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $184,767 | 939 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $157,612 | 938 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $148,860 | 805 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $146,862 | 826 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $76,552 | 490 | Shares | Defined | 2024-08-14 | |
| 2021-12-31 | $822 | 5 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $4,834 | 32 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,934 | 32 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $4,768 | 32 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $3,254 | 32 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,555 | 52 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,877 | 52 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $7,096 | 120 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||