Moody Aldrich Partners LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 936941 MARBLEHEAD, MA

Position in AMG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,113,562

+$932,349 QoQ

Shares Held

15,111

0.0% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#12

of 136 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Moody Aldrich Partners LLC holds $14,120,289 across 4 Asset Management names. AMG ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMG	Affiliated Managers Group, Inc. This page	15,111	$5,113,562
2	AB	Alliancebernstein Holding L.P.	137,341	$4,837,150
3	APAM	Artisan Partners Asset Management Inc.	113,059	$3,903,927
4	PAX	Patria Investments Ltd	24,194	$265,650

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,113,562	15,111	0.0%	Shares	Sole	2026-07-15
2026-03-31	$4,181,213	15,111	0.0%	Shares	Sole	2026-04-20
2025-12-31	$4,356,199	15,111	0.0%	Shares	Sole	2026-01-30
2025-09-30	$3,602,915	15,111	+90.7%	Shares	Sole	2025-10-21
2025-06-30	$1,558,811	7,922	-27.6%	Shares	Sole	2025-08-04
2025-03-31	$1,839,592	10,948	0.0%	Shares	Sole	2025-04-29
2024-12-31	$2,024,504	10,948	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.