Corus Family Wealth Advisors

Position in AMG — Affiliated Managers Group, Inc.

CIK 1894830 MCKINNEY, TX

Position in AMG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$745,833

+$134,326 QoQ

Shares Held

2,204

-0.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#286

of 562 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Corus Family Wealth Advisors holds $2,308,287 across 4 Asset Management names. AMG ranks #1 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMG	Affiliated Managers Group, Inc. This page	2,204	$745,833
2	BPRE	Bluerock Private Real Estate Fund	56,468	$734,648
3	BN	BROOKFIELD Corp /ON/	13,061	$556,267
4	MAIN	Main Street Capital CORP	5,234	$271,539

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$745,833	2,204	-0.3%	Shares	Sole	2026-07-30
2026-03-31	$611,507	2,210	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$637,963	2,213	+0.5%	Shares	Sole	2026-02-04
2025-09-30	$525,261	2,203	+0.3%	Shares	Sole	2025-11-18
2025-06-30	$432,303	2,197	-30.7%	Shares	Sole	2025-07-29
2025-03-31	$532,655	3,170	-14.4%	Shares	Sole	2025-05-07
2024-12-31	$684,943	3,704	+0.2%	Shares	Sole	2025-01-31
2024-09-30	$657,504	3,698	+12651.7%	Shares	Sole	2024-10-18
2023-03-31	$4,130	29	-6.5%	Shares	Other	2023-05-02
2022-12-31	$4,911	31	-6.1%	Shares	Other	2023-02-01
2022-09-30	$3,691	33	+32.0%	Shares	Other	2022-10-21
2022-06-30	$2,915	25	+127.3%	Shares	Sole	2022-08-01
2022-03-31	$1,550	11	+37.5%	Shares	Sole	2022-05-16
2021-12-31	$1,316	8	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.