Position in AMG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$342,554
-$197,234 QoQ
Shares Held
1,238
-74.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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 Mar 31, 2026Inspire Investing, LLC holds $6,546,021 across 8 Asset Management names. AMG ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
49,764 | $2,822,116 | |
| 2 | PAX |
Patria Investments Ltd
|
143,727 | $1,810,960 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
14,034 | $515,749 | |
| 4 | CNS |
Cohen & Steers, Inc.
|
8,234 | $515,036 | |
| 5 | SEIC |
Sei Investments Co
|
5,746 | $450,888 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
This page
|
1,238 | $342,554 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
5,858 | $86,522 | |
| 8 | BEN |
Franklin Resources Inc
|
93 | $2,196 |
All Filings in AMG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,554 | 1,238 | Shares | Sole | 2026-05-13 | |
| 2022-09-30 | $539,788 | 4,826 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $619,146 | 5,310 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $804,119 | 5,705 | Shares | Defined | 2022-04-21 | |
| 2021-12-31 | $857,590 | 5,213 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,042,521 | 6,900 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $934,512 | 6,060 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $798,949 | 5,361 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $44,177 | 747 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||