Citadel Investment Advisory, Inc.
Position in AMG — Affiliated Managers Group, Inc.
CIK 1811907
CHESTERLAND, OH
Position in AMG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,183,356
+$398,088 QoQ
Shares Held
6,452
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#186
of 562 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Citadel Investment Advisory, Inc. holds $2,524,547 across 2 Asset Management names. AMG ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMG |
Affiliated Managers Group, Inc.
This page
|
6,452 | $2,183,356 | |
| 2 | SEIC |
Sei Investments Co
|
3,890 | $341,191 |
All Filings in AMG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,183,356 | 6,452 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,785,268 | 6,452 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,859,982 | 6,452 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,533,581 | 6,432 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,268,969 | 6,449 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $997,930 | 5,939 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,088,993 | 5,889 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,047,064 | 5,889 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $943,472 | 6,039 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,011,351 | 6,039 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $914,425 | 6,039 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $787,123 | 6,039 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||