RITHOLTZ WEALTH MANAGEMENT

Position in AMG — Affiliated Managers Group, Inc.

CIK 1698218 NEW YORK, NY

Position in AMG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,215,476

+$1,144,100 QoQ

Shares Held

9,502

+26.9% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#161

of 562 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $39,789,884 across 30 Asset Management names. AMG ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHI	Federated Hermes, Inc.	112,792	$6,228,374
2	NTRS	Northern Trust Corp	24,995	$4,345,130
3	BLK	BlackRock, Inc.	4,116	$3,957,780
4	BN	BROOKFIELD Corp /ON/	75,917	$3,233,305
5	AMG	Affiliated Managers Group, Inc. This page	9,502	$3,215,476
6	SII	Sprott Inc.	22,410	$2,517,763
7	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	150,000	$2,074,500
8	BX	Blackstone Inc.	16,985	$1,998,624

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,215,476	9,502	+26.9%	Shares	Sole	2026-08-11
2026-03-31	$2,071,376	7,486	+119.3%	Shares	Sole	2026-04-20
2025-12-31	$983,899	3,413	+28.7%	Shares	Sole	2026-01-23
2025-09-30	$632,077	2,651	+98.4%	Shares	Sole	2025-10-28
2025-06-30	$262,884	1,336	-19.2%	Shares	Sole	2025-07-28
2025-03-31	$277,753	1,653	-12.0%	Shares	Sole	2025-04-17
2024-12-31	$347,279	1,878	+36.7%	Shares	Sole	2025-01-15
2024-09-30	$244,297	1,374	-11.8%	Shares	Sole	2024-10-10
2023-03-31	$221,890	1,558	+12.2%	Shares	Sole	2023-04-20
2022-12-31	$220,059	1,389	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.