AMG RIVER ROAD SMALL-MID CAP V
CUSIP 00171A878
Amg River Road Small-Mid Cap V has 6 institutional holders in Filings Flow’s 13F database, together reporting 3.11M shares worth $30M as of Q1 2026. The largest reported holders are Hemenway Trust Co LLC, Broderick Brian C, and Somerville Kurt F.
Institutional Holders
6
Q1 2026
Reported Value
$30M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hemenway Trust Co LLC$1.2B AUM | 1.44% | $18M | 1.83M | Q1 2026 |
| Dempze Nancy E$182M AUM | 1.36% | $2M | 252.6K | Q1 2026 |
| Broderick Brian C$542M AUM | 1.21% | $7M | 673.4K | Q1 2026 |
| SOMERVILLE KURT F$379M AUM | 0.67% | $3M | 260.6K | Q1 2026 |
| Elefante Mark B$182M AUM | 0.37% | $667,912 | 68.3K | Q1 2026 |
| Delaney Dennis R$282M AUM | 0.07% | $197,994 | 20.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.