Farther Finance Advisors, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in AMG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$888,976

-$44,333 QoQ

Shares Held

2,627

-22.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#269

of 562 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $86,933,622 across 274 Asset Management names. AMG ranks #18 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	382,275	$11,533,236
2	BX	Blackstone Inc.	74,201	$8,731,231
3	STT	State Street Corp	25,603	$4,342,268
4	BLK	BlackRock, Inc.	4,386	$4,217,402
5	ARCC	Ares Capital Corp	223,214	$4,136,155
6	KKR	KKR & Co. Inc.	33,143	$3,041,864
7	PDI	PIMCO Dynamic Income Fund	141,329	$2,360,194
8	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	157,252	$1,986,092

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$888,976	2,627	-22.1%	Shares	Sole	2026-07-17
2026-03-31	$933,309	3,373	+2.0%	Shares	Sole	2026-04-07
2025-12-31	$953,341	3,307	-0.6%	Shares	Sole	2026-01-23
2025-09-30	$793,256	3,327	+16.1%	Shares	Sole	2025-10-14
2025-06-30	$563,942	2,866	+54.2%	Shares	Sole	2025-07-11
2025-03-31	$312,367	1,859	+785.2%	Shares	Sole	2025-04-14
2024-12-31	$38,833	210	-27.1%	Shares	Sole	2025-02-10
2024-09-30	$51,206	288	+1.1%	Shares	Sole	2024-10-29
2024-06-30	$44,525	285	+24.5%	Shares	Sole	2024-07-31
2024-03-31	$38,350	229	+10.1%	Shares	Sole	2024-05-14
2023-12-31	$31,495	208	+31.6%	Shares	Sole	2024-02-15
2023-09-30	$20,593	158	+39.8%	Shares	Sole	2023-11-14
2023-06-30	$16,937	113	+109.3%	Shares	Sole	2024-05-14
2023-03-31	$7,690	54	0.0%	Shares	Sole	2024-05-14
2022-12-31	$8,555	54	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.