Position in AMG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$213,530
New position
Shares Held
631
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#414
of 562 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $13,225,175 across 15 Asset Management names. AMG ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
288,061 | $5,435,711 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
50,326 | $1,518,335 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
34,427 | $1,384,998 | |
| 4 | BLK |
BlackRock, Inc.
|
1,201 | $1,154,833 | |
| 5 | NTRS |
Northern Trust Corp
|
4,387 | $762,636 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,351 | $619,784 | |
| 7 | IVZ |
Invesco Ltd.
|
22,830 | $602,483 | |
| 8 | PFG |
Principal Financial Group Inc
|
3,479 | $374,966 |
All Filings in AMG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,530 | 631 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||