Poehling Capital Management, INC.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1730815
Madison, WI
Position in AMG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,107,104
+$1,073,378 QoQ
Shares Held
18,047
-0.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#121
of 562 holders
Holding Since
Mar 2020
26 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, 2026Poehling Capital Management, INC. holds $21,740,844 across 8 Asset Management names. AMG ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
251,429 | $6,635,211 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
This page
|
18,047 | $6,107,104 | |
| 3 | TROW |
Price T Rowe Group Inc
|
29,888 | $3,397,966 | |
| 4 | KKR |
KKR & Co. Inc.
|
31,404 | $2,882,259 | |
| 5 | BEN |
Franklin Resources Inc
|
54,403 | $1,809,987 | |
| 6 | APO |
Apollo Global Management, Inc.
|
3,077 | $364,039 | |
| 7 | BX |
Blackstone Inc.
|
2,509 | $295,234 | |
| 8 | BLK |
BlackRock, Inc.
|
259 | $249,044 |
All Filings in AMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,107,104 | 18,047 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,033,726 | 18,192 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,247,849 | 18,204 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,367,560 | 18,318 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,618,993 | 18,392 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,092,424 | 18,404 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,413,808 | 18,461 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,291,433 | 18,512 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,931,655 | 18,765 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,142,574 | 18,765 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,843,667 | 18,780 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,363,324 | 18,132 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,679,883 | 17,879 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,648,157 | 18,594 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,828,926 | 17,856 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,950,664 | 17,440 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,033,504 | 17,440 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,453,375 | 17,406 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,658,481 | 16,160 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,459,896 | 16,281 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,519,174 | 16,336 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,449,755 | 16,438 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,553,601 | 34,942 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,398,496 | 35,076 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,823,214 | 37,865 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,271,153 | 38,403 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||