Amg RR Smid Val-IARIMX
13F holders, Q2 2026 (June 30)6holders
0new positions
0sold out
$10.56avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Amg RR Smid Val-I (ARIMX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Hemenway Trust Co LLC ($19.5M), Broderick Brian C ($7.1M) and Somerville Kurt F ($2.7M).
- Company
- Amg RR Smid Val-I
- Filed as
- AMG RIVER ROAD SMALL-MID CAP V (Q2 2026)
- CUSIP
- 00171A878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 41,912 shares bought and 616 shares sold, net +41,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Hemenway Trust Co LLC | 1.36% | Add +0.8% | 1,846,391 | $19.5M |
| Broderick Brian C | 1.10% | No change | 673,406 | $7.1M |
| Somerville Kurt F | 0.66% | Reduce -0.2% | 259,951 | $2.7M |
| Dempze Nancy E | 1.28% | No change | 252,648 | $2.7M |
| Elefante Mark B | 0.36% | Add +15.4% | 78,815 | $832K |
| Delaney Dennis R | 0.12% | Add +78.9% | 36,219 | $382K |
"% of holder's portfolio" is ARIMX's weight in each manager's 13F, not the share of Amg RR Smid Val-I the manager owns.