ELEVATION WEALTH PARTNERS, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in AMG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,844
+$9,077 QoQ
Shares Held
35
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#478
of 562 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $464,907 across 27 Asset Management names. AMG ranks #15 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WT |
WisdomTree, Inc.
|
3,630 | $61,492 | |
| 2 | BLK |
BlackRock, Inc.
|
48 | $46,154 | |
| 3 | STT |
State Street Corp
|
175 | $29,680 | |
| 4 | 561 | $29,143 | |||
| 5 | PTA |
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
1,500 | $28,770 | |
| 6 | SEIC |
Sei Investments Co
|
309 | $27,102 | |
| 7 | ARES |
Ares Management Corp
|
231 | $25,712 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
1,361 | $21,462 |
All Filings in AMG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,844 | 35 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,767 | 10 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,882 | 10 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||