Amg RR Smid Val-IARIMX
13F holders, Q3 2025 (September 30)5holders
0new positions
0sold out
$10.24avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Amg RR Smid Val-I (ARIMX) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Hemenway Trust Co LLC ($18.6M), Broderick Brian C ($6.9M) and Somerville Kurt F ($2.7M).
- Company
- Amg RR Smid Val-I
- Filed as
- AMG RIVER ROAD SMALL-MID CAP V (Q3 2025)
- CUSIP
- 00171A878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 15,213 shares bought and 133,784 shares sold, net −118,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Hemenway Trust Co LLC | 1.42% | Reduce -6.4% | 1,818,002 | $18.6M |
| Broderick Brian C | 1.31% | No change | 673,406 | $6.9M |
| Somerville Kurt F | 0.45% | Reduce -3.7% | 265,845 | $2.7M |
| Dempze Nancy E | 1.33% | Add +1.7% | 237,255 | $2.4M |
| Elefante Mark B | 0.27% | Add +37.1% | 41,585 | $426K |
"% 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.