Bullock Wealth Management Group
Position in AMG — Affiliated Managers Group, Inc.
CIK 2067581
BLOOMINGTON, IN
Position in AMG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$13,874
New position
Shares Held
41
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 562 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Bullock Wealth Management Group holds $1,091,240 across 9 Asset Management names. AMG ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,025 | $985,599 | |
| 2 | TROW |
Price T Rowe Group Inc
|
449 | $51,046 | |
| 3 | ARCC |
Ares Capital Corp
|
1,202 | $22,273 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
This page
|
41 | $13,874 | |
| 5 | RAND |
Rand Capital Corp
|
642 | $6,548 | |
| 6 | RCS |
Pimco Strategic Income Fund, Inc.
|
1,177 | $6,414 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
299 | $3,827 | |
| 8 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
151 | $1,659 |
All Filings in AMG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,874 | 41 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||