Amg RR Smid Val-IARIMX
13F holders, Q1 2026 (March 31)6holders +1
1new positions
0sold out
$9.78avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Amg RR Smid Val-I (ARIMX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Hemenway Trust Co LLC ($17.9M), Broderick Brian C ($6.6M) and Somerville Kurt F ($2.5M).
- Company
- Amg RR Smid Val-I
- Filed as
- AMG RIVER ROAD SMALL-MID CAP V (Q1 2026)
- CUSIP
- 00171A878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $198K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 71,641 shares bought and 5,278 shares sold, net +66,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Hemenway Trust Co LLC | 1.44% | Add +0.8% | 1,830,975 | $17.9M |
| Broderick Brian C | 1.21% | No change | 673,406 | $6.6M |
| Somerville Kurt F | 0.67% | Reduce -2.0% | 260,567 | $2.5M |
| Dempze Nancy E | 1.36% | Add +4.5% | 252,648 | $2.5M |
| Elefante Mark B | 0.37% | Add +63.8% | 68,293 | $668K |
| Delaney Dennis R | 0.07% | New | 20,245 | $198K |
"% 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.