Checchi Capital Advisers, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1598186
BEVERLY HILLS, CA
Position in AMG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$371,901
+$64,764 QoQ
Shares Held
1,099
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#350
of 566 holders
Holding Since
Jun 2025
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, 2026Checchi Capital Advisers, LLC holds $12,572,990 across 14 Asset Management names. AMG ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
38,085 | $4,505,836 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,611 | $1,799,897 | |
| 3 | BLK |
BlackRock, Inc.
|
1,829 | $1,758,693 | |
| 4 | STT |
State Street Corp
|
4,681 | $793,897 | |
| 5 | BX |
Blackstone Inc.
|
4,459 | $524,690 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,131 | $518,857 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,865 | $435,565 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,330 | $397,364 |
All Filings in AMG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,901 | 1,099 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $307,137 | 1,110 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $311,630 | 1,081 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $257,742 | 1,081 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $207,789 | 1,056 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||