Position in AMG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,098,390
+$561,328 QoQ
Shares Held
9,156
-0.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#163
of 562 holders
Holding Since
Dec 2024
6 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, 2026Carrera Capital Advisors holds $3,524,923 across 3 Asset Management names. AMG ranks #1 (87.9% of the industry book) .
All Filings in AMG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,098,390 | 9,156 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,537,062 | 9,169 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,065,944 | 17,573 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,295,078 | 18,014 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,135,210 | 6,756 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,099,719 | 5,947 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||