Sequoia Financial Advisors, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1599900
Akron, OH
Position in AMG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,467,640
+$211,976 QoQ
Shares Held
4,337
-4.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#230
of 566 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. AMG ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,185,621 | $50,495,598 | |
| 2 | BLK |
BlackRock, Inc.
|
49,801 | $47,886,649 | |
| 3 | BX |
Blackstone Inc.
|
245,370 | $28,872,687 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
281,732 | $12,635,680 | |
| 5 | APO |
Apollo Global Management, Inc.
|
75,576 | $8,941,396 | |
| 6 | NTRS |
Northern Trust Corp
|
22,309 | $3,878,196 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7,978 | $3,659,987 | |
| 8 | STT |
State Street Corp
|
20,639 | $3,500,374 |
All Filings in AMG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,640 | 4,337 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,255,664 | 4,538 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,159,173 | 4,021 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $586,299 | 2,459 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $322,506 | 1,639 | Shares | Sole | 2025-07-25 | |
| 2023-12-31 | $589,780 | 3,895 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||