Cedar Mountain Advisors, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1798986
LAKE OSWEGO, OR
Position in AMG
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$8,121
+$1,481 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#487
of 562 holders
Holding Since
Mar 2026
2 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, 2026Cedar Mountain Advisors, LLC holds $258,242 across 16 Asset Management names. AMG ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
607 | $71,425 | |
| 2 | AMP |
Ameriprise Financial Inc
|
126 | $57,803 | |
| 3 | BLK |
BlackRock, Inc.
|
57 | $54,808 | |
| 4 | STT |
State Street Corp
|
162 | $27,475 | |
| 5 | OWL |
Blue Owl Capital Inc.
|
982 | $8,592 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
This page
|
24 | $8,121 | |
| 7 | APO |
Apollo Global Management, Inc.
|
56 | $6,625 | |
| 8 | 99 | $5,143 |
All Filings in AMG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,121 | 24 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,640 | 24 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||