Amg RR Smid Val-IARIMX
13F holders, Q2 2025 (June 30)5holders
0new positions
0sold out
$10.08avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Amg RR Smid Val-I (ARIMX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Hemenway Trust Co LLC ($19.6M), Broderick Brian C ($6.8M) and Somerville Kurt F ($2.8M).
- Company
- Amg RR Smid Val-I
- Filed as
- AMG RIVER ROAD SMALL-MID CAP V (Q2 2025)
- CUSIP
- 00171A878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 79,214 shares bought, net +79,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Hemenway Trust Co LLC | 1.51% | Add +4.0% | 1,941,497 | $19.6M |
| Broderick Brian C | 1.34% | No change | 673,406 | $6.8M |
| Somerville Kurt F | 0.47% | Add +0.7% | 276,134 | $2.8M |
| Dempze Nancy E | 1.36% | Add +0.9% | 233,286 | $2.4M |
| Elefante Mark B | 0.23% | Add +1.2% | 30,341 | $306K |
"% 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.