Position in AMG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$63,364
+$16,375 QoQ
Shares Held
229
+40.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026WealthCollab, LLC holds $490,346 across 21 Asset Management names. AMG ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAMI |
Acadian Asset Management Inc.
|
1,848 | $100,568 | |
| 2 | APAM |
Artisan Partners Asset Management Inc.
|
2,072 | $75,400 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
This page
|
229 | $63,364 | |
| 4 | SEIC |
Sei Investments Co
|
777 | $60,971 | |
| 5 | FHI |
Federated Hermes, Inc.
|
921 | $52,229 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
526 | $27,020 | |
| 7 | TROW |
Price T Rowe Group Inc
|
277 | $24,968 | |
| 8 | STT |
State Street Corp
|
122 | $15,440 |
All Filings in AMG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,364 | 229 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $46,989 | 163 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $38,864 | 163 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,073 | 163 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $27,388 | 163 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,141 | 163 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,981 | 163 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $25,465 | 163 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $32,321 | 193 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $29,224 | 193 | Shares | Defined | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||