Atlanta Consulting Group Advisors, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 2019038
ATLANTA, GA
Position in AMG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$318,205
-$13,317 QoQ
Shares Held
1,150
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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, 2026Atlanta Consulting Group Advisors, LLC holds $5,551,781 across 6 Asset Management names. AMG ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
25,011 | $2,876,014 | |
| 2 | UTG |
Reaves Utility Income Fund
|
20,889 | $820,519 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
42,931 | $712,654 | |
| 4 | RJF |
Raymond James Financial Inc
|
3,383 | $489,824 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
8,267 | $334,565 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
This page
|
1,150 | $318,205 |
All Filings in AMG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,205 | 1,150 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $331,522 | 1,150 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $274,194 | 1,150 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $226,285 | 1,150 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $212,658 | 1,150 | Shares | Sole | 2025-05-16 | |
| 2024-09-30 | $240,563 | 1,353 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||