Position in BAM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$58,260
+$520 QoQ
Shares Held
1,299
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 619 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $14,708,866 across 38 Asset Management names. BAM ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
38,854 | $4,571,949 | |
| 2 | STT |
State Street Corp
|
22,984 | $3,898,086 | |
| 3 | BLK |
BlackRock, Inc.
|
1,369 | $1,316,375 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,717 | $1,246,450 | |
| 5 | TROW |
Price T Rowe Group Inc
|
5,360 | $609,378 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
24,600 | $464,202 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
12,504 | $377,245 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
3,985 | $334,979 |
All Filings in BAM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,260 | 1,299 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $57,740 | 1,299 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $68,107 | 1,300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $74,022 | 1,300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $71,864 | 1,300 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $62,985 | 1,300 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $70,447 | 1,300 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $61,477 | 1,300 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $49,465 | 1,300 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $54,626 | 1,300 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $52,221 | 1,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $43,342 | 1,300 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $42,419 | 1,300 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $42,536 | 1,300 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $37,271 | 1,300 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||