Position in AMG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$481,734
-$16,990 QoQ
Shares Held
1,741
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Procyon Advisors, LLC holds $10,048,761 across 25 Asset Management names. AMG ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
5,532 | $2,458,420 | |
| 2 | PFG |
Principal Financial Group Inc
|
14,156 | $1,275,597 | |
| 3 | BX |
Blackstone Inc.
|
6,211 | $714,202 | |
| 4 | APO |
Apollo Global Management, Inc.
|
5,666 | $631,305 | |
| 5 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
39,584 | $503,508 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
This page
|
1,741 | $481,734 | |
| 7 | SEIC |
Sei Investments Co
|
5,909 | $463,679 | |
| 8 | KKR |
KKR & Co. Inc.
|
3,636 | $336,330 |
All Filings in AMG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $481,734 | 1,741 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $498,724 | 1,730 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $392,932 | 1,648 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $314,438 | 1,598 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $311,023 | 1,851 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $336,554 | 1,820 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $418,007 | 2,351 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $367,296 | 2,351 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $393,721 | 2,351 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $355,988 | 2,351 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $307,081 | 2,356 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $352,391 | 2,351 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $404,187 | 2,838 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $490,182 | 3,094 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $346,063 | 3,094 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $360,760 | 3,094 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $436,099 | 3,094 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $508,993 | 3,094 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $377,876 | 2,501 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $385,679 | 2,501 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $372,724 | 2,501 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $284,048 | 2,793 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $86,564 | 1,161 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $68,661 | 1,161 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||