USA FINANCIAL FORMULAS

Position in AMG — Affiliated Managers Group, Inc.

CIK 1633716 ADA, MI

Position in AMG

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$168,510

-$14,547 QoQ

Shares Held

609

-4.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $809,333 across 5 Asset Management names. AMG ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	5,007	$633,685
2	AMG	Affiliated Managers Group, Inc. This page	609	$168,510
3	PFG	Principal Financial Group Inc	74	$6,668
4	SEIC	Sei Investments Co	6	$470
5			3,915	$0

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$168,510	609	-4.1%	Shares	Sole	2026-04-14
2025-12-31	$183,057	635	-15.1%	Shares	Sole	2026-01-14
2025-09-30	$178,345	748	-66.7%	Shares	Sole	2025-10-10
2021-06-30	$346,201	2,245	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.