Position in AMG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,866,557
+$2,154,339 QoQ
Shares Held
11,426
+84.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 562 holders
Holding Since
Mar 2020
26 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, 2026CITIGROUP INC holds $1,387,084,162 across 112 Asset Management names. AMG ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
1,311,746 | $199,424,744 | |
| 2 | BLK |
BlackRock, Inc.
|
175,232 | $168,496,080 | |
| 3 | TROW |
Price T Rowe Group Inc
|
1,374,778 | $156,298,510 | |
| 4 | BX |
Blackstone Inc.
|
1,225,373 | $144,189,639 | |
| 5 | ARES |
Ares Management Corp
|
988,889 | $110,073,233 | |
| 6 | KKR |
KKR & Co. Inc.
|
1,026,749 | $94,235,022 | |
| 7 | APO |
Apollo Global Management, Inc.
|
696,888 | $82,448,817 | |
| 8 | STT |
State Street Corp
|
392,837 | $66,625,154 |
All Filings in AMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,866,557 | 11,426 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,712,218 | 6,188 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,416,723 | 60,416 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,232,417 | 9,363 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,827,205 | 9,286 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,014,174 | 11,987 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,254,822 | 23,009 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,980,408 | 22,387 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,607,974 | 23,094 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,556,967 | 9,297 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,771,613 | 11,700 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,389,683 | 10,662 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $2,002,529 | 13,360 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,955,568 | 13,731 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,169,856 | 13,696 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,084,323 | 18,635 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,088,071 | 17,908 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,011,537 | 21,366 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,964,747 | 30,179 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $4,287,782 | 28,379 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $5,582,247 | 36,199 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $7,642,703 | 51,283 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,126,968 | 30,747 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,099,127 | 30,698 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,303,455 | 30,894 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $780,469 | 13,197 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||