Position in AMG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$421,137
+$200,603 QoQ
Shares Held
1,522
+99.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026State of Wyoming holds $6,832,653 across 28 Asset Management names. AMG ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WT |
WisdomTree, Inc.
|
57,205 | $832,904 | |
| 2 | AAMI |
Acadian Asset Management Inc.
|
10,389 | $565,369 | |
| 3 | GCMG |
GCM Grosvenor Inc.
|
54,252 | $531,669 | |
| 4 | SEIC |
Sei Investments Co
|
6,533 | $512,644 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
This page
|
1,522 | $421,137 | |
| 6 | TROW |
Price T Rowe Group Inc
|
4,433 | $399,590 | |
| 7 | BEN |
Franklin Resources Inc
|
15,812 | $373,479 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
40,688 | $371,481 |
All Filings in AMG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,137 | 1,522 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $220,534 | 765 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $88,695 | 372 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $73,001 | 371 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $56,030 | 303 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $97,790 | 550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $82,020 | 525 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,094 | 532 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $86,936 | 667 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $260,209 | 1,736 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $92,715 | 651 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $43,924 | 267 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $101,834 | 674 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $78,647 | 510 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||