Freestone Grove Partners LP
Position in AMG — Affiliated Managers Group, Inc.
CIK 2007591
San Francisco, CA
Position in AMG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,002,114
-$5,161,385 QoQ
Shares Held
57,832
-21.2% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Freestone Grove Partners LP holds $293,452,993 across 11 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
74,523 | $71,658,335 | |
| 2 | APO |
Apollo Global Management, Inc.
|
573,503 | $67,851,139 | |
| 3 | KKR |
KKR & Co. Inc.
|
594,658 | $54,577,711 | |
| 4 | TROW |
Price T Rowe Group Inc
|
442,445 | $50,301,572 | |
| 5 | BEN |
Franklin Resources Inc
|
975,933 | $32,469,290 | |
| 6 | STT |
State Street Corp
|
83,758 | $14,205,356 | |
| 7 | HLNE |
Hamilton Lane INC
|
20,654 | $1,628,154 | |
| 8 | SEIC |
Sei Investments Co
|
6,603 | $579,149 |
All Filings in AMG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,002,114 | 57,832 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,163,499 | 73,413 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $3,726,823 | 18,940 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||