Position in AMG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,336,484
-$555,546 QoQ
Shares Held
24,635
-23.3% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 562 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 6%
Shared 3%
None 91%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $822,766,423 across 127 Asset Management names. AMG ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
101,646 | $97,738,727 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
1,892,218 | $80,589,564 | |
| 3 | NTRS |
Northern Trust Corp
|
380,884 | $66,212,874 | |
| 4 | PWRL |
Powerlaw Corp.
|
3,881,052 | $56,973,843 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
2,280,791 | $54,077,554 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
3,946,679 | $50,833,225 | |
| 7 | ARES |
Ares Management Corp
|
438,296 | $48,786,727 | |
| 8 | BX |
Blackstone Inc.
|
422,221 | $44,315,274 |
All Filings in AMG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,336,484 | 24,635 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $8,892,030 | 32,136 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,882,555 | 13,468 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,188,786 | 9,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,662,509 | 8,449 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $1,541,842 | 9,176 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,311,315 | 12,499 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,450,084 | 13,780 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,890,538 | 12,101 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,809,512 | 10,805 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,446,211 | 9,551 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $626,153 | 4,804 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $988,524 | 6,595 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $640,604 | 4,498 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $269,964 | 1,704 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||