Narus Financial Partners, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1698091
SALT LAKE CITY, UT
Position in AMG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$209,808
New position
Shares Held
620
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#417
of 562 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Narus Financial Partners, LLC holds $456,620 across 2 Asset Management names. AMG ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
538 | $246,812 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
This page
|
620 | $209,808 |
All Filings in AMG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,808 | 620 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||