Position in AMG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$242,632
+$16,569 QoQ
Shares Held
717
-12.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#397
of 562 holders
Holding Since
Jun 2025
5 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, 2026BIRCH FINANCIAL GROUP, LLC holds $5,367,871 across 3 Asset Management names. AMG ranks #3 (4.5% of the industry book) .
All Filings in AMG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,632 | 717 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $226,063 | 817 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $283,955 | 985 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $238,191 | 999 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $214,085 | 1,088 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||