Ethic Inc.

Position in AMG — Affiliated Managers Group, Inc.

CIK 1780570 NEW YORK, NY

Position in AMG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$887,284

-$187,418 QoQ

Shares Held

2,622

-32.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#272

of 566 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Ethic Inc. holds $80,411,646 across 21 Asset Management names. AMG ranks #15 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	81,804	$13,873,958
2	BLK	BlackRock, Inc.	11,068	$10,642,546
3	NTRS	Northern Trust Corp	58,460	$10,162,686
4	BX	Blackstone Inc.	76,426	$8,993,047
5	AMP	Ameriprise Financial Inc	18,809	$8,628,816
6	PFG	Principal Financial Group Inc	48,661	$5,244,682
7	APO	Apollo Global Management, Inc.	44,292	$5,240,186
8	RJF	Raymond James Financial Inc	21,644	$3,290,537

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$887,284	2,622	-32.5%	Shares	Sole	2026-07-29
2026-03-31	$1,074,702	3,884	+3.6%	Shares	Sole	2026-04-27
2025-12-31	$1,081,050	3,750	+13.4%	Shares	Sole	2026-02-03
2025-09-30	$788,249	3,306	+14.0%	Shares	Sole	2025-10-17
2025-06-30	$570,436	2,899	-3.1%	Shares	Sole	2025-07-30
2025-03-31	$502,745	2,992	-22.9%	Shares	Sole	2025-05-13
2024-12-31	$717,304	3,879	-1.1%	Shares	Sole	2025-02-14
2024-09-30	$697,153	3,921	+0.4%	Shares	Sole	2024-11-13
2024-06-30	$610,078	3,905	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$656,649	3,921	+36.3%	Shares	Sole	2024-05-13
2023-12-31	$435,635	2,877	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.