Strategic Global Advisors, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1580212
NEWPORT BEACH, CA
Position in AMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,976,510
New position
Shares Held
14,706
first reported quarter
Ownership
0.057%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#134
of 566 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 47%
Shared 0%
None 53%
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Global Advisors, LLC holds $11,031,683 across 2 Asset Management names. AMG ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
13,199 | $6,055,173 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
This page
|
14,706 | $4,976,510 |
All Filings in AMG
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,976,510 | 14,706 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||