Position in AMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,923,803
+$1,033,660 QoQ
Shares Held
5,685
+76.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 561 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 34%
Shared 47%
None 20%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. AMG ranks #44 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
169,709 | $163,185,384 | |
| 2 | NTRS |
Northern Trust Corp
|
497,727 | $86,524,861 | |
| 3 | BX |
Blackstone Inc.
|
606,509 | $71,367,913 | |
| 4 | APO |
Apollo Global Management, Inc.
|
388,650 | $45,981,179 | |
| 5 | AMP |
Ameriprise Financial Inc
|
81,171 | $37,238,006 | |
| 6 | KKR |
KKR & Co. Inc.
|
299,707 | $27,507,107 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,734,470 | $22,929,693 | |
| 8 | PFG |
Principal Financial Group Inc
|
208,030 | $22,421,472 |
All Filings in AMG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,923,803 | 5,685 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $890,143 | 3,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,089,121 | 3,778 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $666,173 | 2,794 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,128,475 | 5,735 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $948,529 | 5,645 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,721,050 | 9,307 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,819,427 | 10,233 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,166,413 | 7,466 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,047,990 | 12,229 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,159,271 | 7,656 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $282,316 | 2,166 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,188,028 | 7,926 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $956,919 | 6,719 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $931,568 | 5,880 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $802,971 | 7,179 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $845,699 | 7,253 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $881,078 | 6,251 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $421,968 | 2,565 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||