NICOLA WEALTH MANAGEMENT LTD.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1734493
VANCOUVER, A1
Position in AMG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,813,600
+$1,789,300 QoQ
Shares Held
29,000
0.0% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#92
of 562 holders
Holding Since
Dec 2024
7 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, 2026NICOLA WEALTH MANAGEMENT LTD. holds $40,712,911 across 3 Asset Management names. AMG ranks #2 (24.1% of the industry book) .
All Filings in AMG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,813,600 | 29,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,024,300 | 29,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,360,120 | 29,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,914,470 | 29,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,328,940 | 22,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,696,660 | 22,000 | Shares | Sole | 2025-06-06 | |
| 2024-12-31 | $2,958,720 | 16,000 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||