Mattson Financial Services, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 2034595
KENTWOOD, MI
Position in AMG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$203,040
-$53,460 QoQ
Shares Held
600
-35.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#421
of 562 holders
Holding Since
Mar 2026
2 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, 2026Mattson Financial Services, LLC holds $203,040 across 1 Asset Management name. AMG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMG |
Affiliated Managers Group, Inc.
This page
|
600 | $203,040 |
All Filings in AMG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,040 | 600 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $256,500 | 927 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||