Position in AMG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$252,073
New position
Shares Held
911
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Brown Financial Advisors holds $591,171 across 2 Asset Management names. AMG ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
2,342 | $339,098 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
This page
|
911 | $252,073 |
All Filings in AMG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,073 | 911 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||