Position in ASG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$65,683
New position
Shares Held
12,008
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 19 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026RMR Wealth Builders holds $8,428,161 across 17 Asset Management names. ASG ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,747 | $1,679,845 | |
| 2 | BX |
Blackstone Inc.
|
9,901 | $1,165,050 | |
| 3 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
20,648 | $1,112,307 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
14,154 | $717,749 | |
| 5 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
65,445 | $701,570 | |
| 6 | MAIN |
Main Street Capital CORP
|
11,948 | $619,862 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
34,618 | $450,380 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
26,068 | $411,092 |
All Filings in ASG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,683 | 12,008 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||