One Wealth Advisors, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1725297
SAN FRANCISCO, CA
Position in AMG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$212,176
-$38,790 QoQ
Shares Held
627
-30.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#418
of 566 holders
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026One Wealth Advisors, LLC holds $1,147,577 across 3 Asset Management names. AMG ranks #3 (18.5% of the industry book) .
All Filings in AMG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,176 | 627 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $250,966 | 907 | Shares | Sole | 2026-04-21 | |
| 2022-12-31 | $106,781 | 674 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||