GREAT VALLEY ADVISOR GROUP, INC.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1769897
WILMINGTON, DE
Position in AMG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$510,234
+$243,864 QoQ
Shares Held
1,844
+99.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $36,076,436 across 32 Asset Management names. AMG ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMF |
Templeton Emerging Markets Fund
|
969,379 | $16,954,438 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
228,424 | $5,571,261 | |
| 3 | BLK |
BlackRock, Inc.
|
3,343 | $3,214,996 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
74,925 | $2,655,342 | |
| 5 | BX |
Blackstone Inc.
|
13,723 | $1,578,007 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,339 | $595,051 | |
| 7 | RJF |
Raymond James Financial Inc
|
4,074 | $589,874 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
This page
|
1,844 | $510,234 |
All Filings in AMG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510,234 | 1,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $266,370 | 924 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||