Tolleson Wealth Management, Inc.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1772937
DALLAS, TX
Position in AMG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$447,364
+$82,397 QoQ
Shares Held
1,322
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#330
of 566 holders
Holding Since
Mar 2021
15 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, 2026Tolleson Wealth Management, Inc. holds $954,246 across 3 Asset Management names. AMG ranks #1 (46.9% of the industry book) .
All Filings in AMG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,364 | 1,322 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $364,967 | 1,319 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $380,241 | 1,319 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $314,489 | 1,319 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $259,539 | 1,319 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $221,631 | 1,319 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $257,593 | 1,393 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $255,498 | 1,437 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $224,502 | 1,437 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $220,892 | 1,319 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $199,722 | 1,319 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $208,969 | 1,319 | Shares | Defined | 2023-02-14 | |
| 2021-12-31 | $216,988 | 1,319 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $225,917 | 1,465 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $218,328 | 1,465 | Shares | Defined | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||