OneDigital Investment Advisors LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in AMG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,390,485
-$21,238 QoQ
Shares Held
4,109
-19.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#232
of 566 holders
Holding Since
Mar 2023
14 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, 2026OneDigital Investment Advisors LLC holds $39,079,654 across 37 Asset Management names. AMG ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,704 | $6,036,199 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
177,149 | $3,342,801 | |
| 3 | BLK |
BlackRock, Inc.
|
3,292 | $3,165,455 | |
| 4 | SII |
Sprott Inc.
|
26,538 | $2,981,544 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
234,360 | $2,840,443 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
177,723 | $2,154,002 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
187,628 | $1,983,227 | |
| 8 | BX |
Blackstone Inc.
|
15,256 | $1,795,173 |
All Filings in AMG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,485 | 4,109 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,411,723 | 5,102 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,548,928 | 5,373 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,293,482 | 5,425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,084,596 | 5,512 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $925,509 | 5,508 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $924,969 | 5,002 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $837,793 | 4,712 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $722,095 | 4,622 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $697,345 | 4,164 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $616,279 | 4,070 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $544,039 | 4,174 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $618,446 | 4,126 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $594,318 | 4,173 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||