ROMANO BROTHERS AND COMPANY
Position in APAM — Artisan Partners Asset Management Inc.
CIK 200648
EVANSTON, IL
Position in APAM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,106,847
-$165,817 QoQ
Shares Held
61,015
-2.3% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#95
of 378 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ROMANO BROTHERS AND COMPANY holds $15,017,917 across 12 Asset Management names. APAM ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
358,827 | $6,649,064 | |
| 2 | APAM |
Artisan Partners Asset Management Inc.
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|
61,015 | $2,106,847 | |
| 3 | BLK |
BlackRock, Inc.
|
1,863 | $1,791,386 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
76,036 | $1,199,087 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,185 | $666,619 | |
| 6 | NTRS |
Northern Trust Corp
|
3,431 | $596,445 | |
| 7 | TSLX |
Sixth Street Specialty Lending, Inc.
|
29,700 | $509,949 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
8,175 | $358,719 |
All Filings in APAM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,106,847 | 61,015 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,272,664 | 62,453 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,728,805 | 66,981 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,949,898 | 67,970 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,921,878 | 65,912 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,670,647 | 68,303 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,030,117 | 70,386 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,048,774 | 70,378 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,805,080 | 67,969 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,252,507 | 71,062 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,150,078 | 71,301 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,690,236 | 71,893 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,876,352 | 73,171 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,371,764 | 74,164 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,223,074 | 74,851 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,123,268 | 78,844 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||