Position in AMG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$22,334
+$4,072 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#460
of 562 holders
Holding Since
Jun 2020
11 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, 2026CX Institutional holds $13,060,782 across 49 Asset Management names. AMG ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
10,540 | $4,835,330 | |
| 2 | STT |
State Street Corp
|
9,788 | $1,660,044 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
81,360 | $1,058,493 | |
| 4 | RJF |
Raymond James Financial Inc
|
4,957 | $753,612 | |
| 5 | BLK |
BlackRock, Inc.
|
633 | $608,667 | |
| 6 | BX |
Blackstone Inc.
|
4,615 | $543,047 | |
| 7 | IVZ |
Invesco Ltd.
|
16,358 | $431,687 | |
| 8 | APO |
Apollo Global Management, Inc.
|
3,409 | $403,318 |
All Filings in AMG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,334 | 66 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $18,262 | 66 | Shares | Sole | 2026-04-06 | |
| 2025-03-31 | $3,696 | 22 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $4,662,627 | 26,224 | Shares | Sole | 2024-10-11 | |
| 2022-06-30 | $46,873 | 402 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $60,587 | 401 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $61,838 | 401 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $59,761 | 401 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $40,781 | 401 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $28,035 | 410 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $29,525 | 396 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||