Amplius Wealth Advisors, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1900584
BLUE BELL, PA
Position in AMG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,365,614
+$1,937,867 QoQ
Shares Held
21,766
+11.0% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
#111
of 566 holders
Holding Since
Mar 2023
14 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, 2026Amplius Wealth Advisors, LLC holds $31,024,894 across 10 Asset Management names. AMG ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
129,420 | $15,228,851 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
This page
|
21,766 | $7,365,614 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
146,335 | $3,469,602 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
100,344 | $2,282,826 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
83,925 | $1,080,954 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
|
35,290 | $562,169 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
14,525 | $436,185 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
32,185 | $315,734 |
All Filings in AMG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,365,614 | 21,766 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,427,747 | 19,616 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,654,035 | 19,613 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,672,274 | 19,596 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,855,904 | 19,596 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,889,275 | 17,195 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,180,439 | 17,199 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,057,271 | 17,195 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,686,374 | 17,195 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,169,369 | 18,925 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,307,035 | 15,236 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,985,860 | 15,236 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,284,023 | 15,238 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $278,573 | 1,956 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||