Position in BME
as of Sep 30, 2026
· filed Oct 7, 2026
Position Value
$6,619
+$177 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 3 holders
Holding Since
Jun 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BME Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Sep 30, 2026Investors Research Corp holds $4,572,757 across 26 Asset Management names. BME ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,231 | $1,302,754 | |
| 2 | BX |
Blackstone Inc.
|
9,513 | $1,066,312 | |
| 3 | KKR |
KKR & Co. Inc.
|
6,575 | $600,297 | |
| 4 | TROW |
Price T Rowe Group Inc
|
5,765 | $599,848 | |
| 5 | UTG |
Reaves Utility Income Fund
|
7,077 | $243,094 | |
| 6 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
11,615 | $126,603 | |
| 7 | STT |
State Street Corp
|
1,544 | $104,754 | |
| 8 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
3,145 | $87,776 |
All Filings in BME
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $6,619 | 150 | Shares | Sole | 2026-10-07 | |
| 2026-06-30 | $6,442 | 150 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,776 | 150 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $6,169 | 150 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $5,584 | 150 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $5,469 | 150 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||