BTC Capital Management, Inc.

Position in AMG — Affiliated Managers Group, Inc.

CIK 1611848 DES MOINES, IA

Position in AMG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$546,515

+$104,903 QoQ

Shares Held

1,615

+1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#309

of 562 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Financial Services · as of Jun 30, 2026

BTC Capital Management, Inc. holds $23,307,275 across 5 Asset Management names. AMG ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	13,610	$6,243,722
2	BN	BROOKFIELD Corp /ON/	143,586	$6,115,326
3	STT	State Street Corp	32,850	$5,571,359
4	EQH	Equitable Holdings, Inc.	110,081	$4,830,353
5	AMG	Affiliated Managers Group, Inc. This page	1,615	$546,515

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,515	1,615	+1.2%	Shares	Defined	2026-07-16
2026-03-31	$441,612	1,596	+6.5%	Shares	Defined	2026-04-20
2025-12-31	$432,130	1,499	—	Shares	Defined	2026-01-15
No filing history on record for this holder in this stock.