WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1632972 PLYMOUTH, MN

Position in AMG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$919,432

+$307,649 QoQ

Shares Held

2,717

+22.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#267

of 566 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. AMG ranks #64 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	1,969,959	$51,987,218
2	BLK	BlackRock, Inc.	50,374	$48,437,623
3	STT	State Street Corp	269,468	$45,701,772
4	BX	Blackstone Inc.	256,063	$30,130,933
5	TROW	Price T Rowe Group Inc	215,256	$24,472,454
6	PHYS	Sprott Physical Gold Trust	662,675	$19,992,904
7	AMP	Ameriprise Financial Inc	33,437	$15,339,558
8	BEN	Franklin Resources Inc	446,300	$14,848,401

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$919,432	2,717	+22.9%	Shares	Sole	2026-07-15
2026-03-31	$611,783	2,211	-38.7%	Shares	Sole	2026-04-08
2025-12-31	$1,039,825	3,607	+42.3%	Shares	Sole	2026-01-08
2025-09-30	$604,181	2,534	-3.2%	Shares	Sole	2025-10-29
2025-06-30	$514,947	2,617	-15.5%	Shares	Sole	2025-07-10
2025-03-31	$520,388	3,097	-3.2%	Shares	Sole	2025-04-16
2024-12-31	$591,928	3,201	-1.1%	Shares	Sole	2025-03-17
2024-09-30	$575,360	3,236	-14.1%	Shares	Sole	2024-10-24
2024-06-30	$588,205	3,765	-48.7%	Shares	Sole	2024-07-16
2024-03-31	$1,228,392	7,335	-3.2%	Shares	Sole	2024-04-15
2023-12-31	$1,147,006	7,575	-4.7%	Shares	Sole	2024-01-30
2023-09-30	$1,035,681	7,946	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.