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Arax Advisory Partners

Position in AMG — Affiliated Managers Group, Inc.

CIK 1586767 DENVER, CO

Position in AMG

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$1,627,365
+$1,507,001 QoQ
Shares Held
4,809
+1005.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#220
of 562 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in AMG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Arax Advisory Partners holds $188,040,042 across 224 Asset Management names. AMG ranks #29 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AMG

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,627,365 4,809
2026-03-31 $120,364 435
2025-12-31 $57,079 198
2025-09-30 $24,319 102
2025-06-30 $36,599 186
2025-03-31 $22,011 131
2024-12-31 $1,479 8
2024-09-30 $711 4