Empowered Funds, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1592828
NEWTOWN SQUARE, PA
Position in AMG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$27,665,890
+$6,755,119 QoQ
Shares Held
81,755
+8.2% QoQ
Ownership
0.316%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#51
of 562 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $193,831,345 across 36 Asset Management names. AMG ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
265,227 | $31,209,257 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
This page
|
81,755 | $27,665,890 | |
| 3 | AMP |
Ameriprise Financial Inc
|
37,154 | $17,044,765 | |
| 4 | STT |
State Street Corp
|
90,136 | $15,287,062 | |
| 5 | BLK |
BlackRock, Inc.
|
14,080 | $13,538,761 | |
| 6 | CSWC |
Capital Southwest Corp
|
525,697 | $12,495,817 | |
| 7 | BEN |
Franklin Resources Inc
|
263,326 | $8,760,855 | |
| 8 | NTRS |
Northern Trust Corp
|
45,532 | $7,915,279 |
All Filings in AMG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,665,890 | 81,755 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $20,910,771 | 75,572 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $556,733 | 2,335 | Shares | Other | 2025-11-13 | |
| 2021-12-31 | $1,762,395 | 10,713 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,573,300 | 10,413 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||