Baron Wealth Management LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1968507 TROY, MI

Position in AMG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$256,845

+$46,830 QoQ

Shares Held

759

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#387

of 562 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,286,403 across 4 Asset Management names. AMG ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNS	Cohen & Steers, Inc.	6,100	$464,454
2	SII	Sprott Inc.	2,796	$314,130
3	AMG	Affiliated Managers Group, Inc. This page	759	$256,845
4	FHI	Federated Hermes, Inc.	4,545	$250,974

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,845	759	0.0%	Shares	Sole	2026-07-07
2026-03-31	$210,015	759	-1.6%	Shares	Sole	2026-04-16
2025-12-31	$222,263	771	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.