ADVISORTRUST PARTNERS, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 2115523 RALEIGH, NC

Position in AMG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$232,142

New position

Shares Held

686

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#395

of 552 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $2,502,592 across 4 Asset Management names. AMG ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLU	Gabelli Global Utility & Income Trust	65,982	$1,266,854
2	BLK	BlackRock, Inc.	575	$552,897
3	THQ	abrdn Healthcare Opportunities Fund	24,063	$450,699
4	AMG	Affiliated Managers Group, Inc. This page	686	$232,142

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,142	686	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.