AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Filing Analysis
1. Portfolio Overview
Asset Management Group, Inc. has undergone a radical transformation of its portfolio between the reporting period ending June 30, 2025, and September 30, 2025. The total portfolio value plummeted by 79.5%, decreasing from $573.66 million to $117.48 million.
This drastic reduction in assets under management (AUM) is not indicative of a market crash but rather a massive capital reallocation or client redemption even...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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