RITHOLTZ WEALTH MANAGEMENT

Position in AMG — Affiliated Managers Group, Inc.

CIK 1698218 NEW YORK, NY

Position in AMG

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$2,071,376

+$1,087,477 QoQ

Shares Held

7,486

+119.3% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0.4007480630510286.ToString("F0")% Shared 0.ToString("F0")% None 99.59925193694897.ToString("F0")%

Financial Services · as of Mar 31, 2026

RITHOLTZ WEALTH MANAGEMENT holds $32,560,527 across 23 Asset Management names. AMG ranks #6 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHI	Federated Hermes, Inc.	103,840	$5,888,766
2	NTRS	Northern Trust Corp	30,307	$4,229,947
3	BLK	BlackRock, Inc.	4,127	$3,968,977
4	SII	Sprott Inc.	22,687	$3,241,972
5	BN	BROOKFIELD Corp /ON/	75,877	$3,070,742
6	AMG	Affiliated Managers Group, Inc. This page	7,486	$2,071,376
7	BX	Blackstone Inc.	14,745	$1,695,527
8	STT	State Street Corp	9,757	$1,234,845

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.