Keystone Financial Services
Position in AMG — Affiliated Managers Group, Inc.
CIK 1865158
LOVELAND, CO
Position in AMG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$323,848
+$57,940 QoQ
Shares Held
957
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#361
of 562 holders
Holding Since
Sep 2025
4 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, 2026Keystone Financial Services holds $681,436 across 2 Asset Management names. AMG ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
2,057 | $357,588 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
This page
|
957 | $323,848 |
All Filings in AMG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,848 | 957 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $265,908 | 961 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $268,676 | 932 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $224,600 | 942 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||