Position in BLW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$21,113
+$20,743 QoQ
Shares Held
1,677
+6111.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CWM, LLC holds $147,406,384 across 276 Asset Management names. BLW ranks #169 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
161,324 | $14,541,745 | |
| 2 | AMP |
Ameriprise Financial Inc
|
31,625 | $14,054,150 | |
| 3 | BLK |
BlackRock, Inc.
|
13,303 | $12,793,628 | |
| 4 | KKR |
KKR & Co. Inc.
|
121,243 | $11,214,977 | |
| 5 | BX |
Blackstone Inc.
|
89,727 | $10,317,707 | |
| 6 | NTRS |
Northern Trust Corp
|
66,054 | $9,219,156 | |
| 7 | IVZ |
Invesco Ltd.
|
296,702 | $7,206,891 | |
| 8 | PFG |
Principal Financial Group Inc
|
46,458 | $4,186,330 |
All Filings in BLW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,113 | 1,677 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $370 | 27 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $378 | 27 | Shares | Sole | 2025-10-15 | |
| 2023-12-31 | $28 | 2,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $52 | 4,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $97 | 7,511 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $130 | 9,950 | Shares | Sole | 2023-05-01 | |
| 2022-03-31 | $2,409 | 168 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,797 | 166 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $16,169 | 950 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $15,912 | 950 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $15,124 | 950 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $13,974 | 950 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $13,233 | 950 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $11,989 | 950 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||