Position in AMG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$848,368
+$339,240 QoQ
Shares Held
2,507
+36.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#274
of 562 holders
Holding Since
Dec 2025
3 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, 2026Fulton Bank, N.A. holds $14,324,081 across 12 Asset Management names. AMG ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,879 | $3,729,891 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,688 | $3,068,186 | |
| 3 | KKR |
KKR & Co. Inc.
|
16,231 | $1,489,681 | |
| 4 | RJF |
Raymond James Financial Inc
|
7,399 | $1,124,869 | |
| 5 | PFG |
Principal Financial Group Inc
|
9,665 | $1,041,692 | |
| 6 | BX |
Blackstone Inc.
|
8,847 | $1,041,026 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
This page
|
2,507 | $848,368 | |
| 8 | APO |
Apollo Global Management, Inc.
|
6,521 | $771,498 |
All Filings in AMG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,368 | 2,507 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $509,128 | 1,840 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $363,809 | 1,262 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||