Position in AMG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,627
+$3,579 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#464
of 562 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Covestor Ltd holds $1,346,363 across 49 Asset Management names. AMG ranks #18 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
1,697 | $192,931 | |
| 2 | SII |
Sprott Inc.
|
1,485 | $165,941 | |
| 3 | CNS |
Cohen & Steers, Inc.
|
1,324 | $100,809 | |
| 4 | APO |
Apollo Global Management, Inc.
|
775 | $91,690 | |
| 5 | SEIC |
Sei Investments Co
|
1,029 | $90,253 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
1,878 | $84,228 | |
| 7 | ARES |
Ares Management Corp
|
590 | $65,672 | |
| 8 | BEN |
Franklin Resources Inc
|
1,924 | $64,011 |
All Filings in AMG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,627 | 58 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,048 | 58 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $29,116 | 101 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,942 | 113 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $77,330 | 393 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,663 | 242 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $74,522 | 403 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $83,743 | 471 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $60,617 | 388 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $91,103 | 544 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $101,905 | 673 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $58,131 | 446 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $72,846 | 486 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,969 | 70 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,547 | 237 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,730 | 87 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $128,026 | 1,098 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $137,567 | 976 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $83,900 | 510 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||