AMG RIVER ROAD SMALL-MID CAP V - Equity Mutual Fu

Historical Holders from Q4 2022 to Q3 2025

Type / Class
Equity / Equity Mutual Fu
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
3,036,093
Holdings value
$31,089,601
% of all portfolios
0%
Number of holders
5
Number of buys
2
Number of sells
2
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025 AMG RIVER ROAD SMALL-MID CAP V - Equity Mutual Fu has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,036,093 shares of the company stock as of 30 Sep 2025.

Institutional Holders of AMG RIVER ROAD SMALL-MID CAP V - Equity Mutual Fu across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 3,036,093 $31,089,601 -$1,214,165 $10.24 5
2025 Q2 3,154,664 $31,799,024 +$798,477 $10.08 5
2025 Q1 3,075,450 $29,831,875 +$2,667,376 $9.70 5
2024 Q4 2,800,463 $28,032,644 +$2,723,711 $10.01 5
2024 Q3 2,499,773 $26,272,607 +$2,290,212 $10.51 4
2024 Q2 2,281,865 $22,271,004 +$790,404 $9.76 4
2024 Q1 2,200,881 $23,109,249 +$5,476,517 $10.50 4
2023 Q4 1,679,308 $16,322,870 +$5,081,625 $9.72 4
2023 Q3 1,156,507 $10,697,684 +$561,990 $9.25 4
2023 Q2 1,095,751 $9,982,290 +$1,584,246 $9.11 3
2023 Q1 921,881 $8,213,851 +$559,647 $8.91 4
2022 Q4 859,070 $7,534,056 +$7,534,056 $8.77 4