CSM Advisors, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1863523 WARRENDALE, PA

Position in AMG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,287,612

+$336,871 QoQ

Shares Held

3,805

+10.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#239

of 562 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

CSM Advisors, LLC holds $39,322,906 across 6 Asset Management names. AMG ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	55,466	$25,445,582
2	WT	WisdomTree, Inc.	551,313	$9,339,242
3	BN	BROOKFIELD Corp /ON/	65,000	$2,768,350
4	AMG	Affiliated Managers Group, Inc. This page	3,805	$1,287,612
5	CG	Carlyle Group Inc.	6,280	$264,450
6			4,190	$217,670

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,287,612	3,805	+10.7%	Shares	Sole	2026-08-14
2026-03-31	$950,741	3,436	+7.8%	Shares	Sole	2026-05-15
2025-12-31	$918,748	3,187	+17.7%	Shares	Sole	2026-02-11
2025-09-30	$645,668	2,708	-33.3%	Shares	Sole	2025-11-14
2025-06-30	$798,492	4,058	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.