Position in BN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$219,671
-$29,419 QoQ
Shares Held
5,428
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 2.339719970523213.ToString("F0")%
Shared 0.ToString("F0")%
None 97.66028002947678.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026First Western Trust Bank holds $4,416,488 across 3 Asset Management names. BN ranks #3 (5.0% of the industry book) .
All Filings in BN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,671 | 5,428 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $249,090 | 5,428 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $165,460 | 3,619 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $149,223 | 3,619 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $138,607 | 3,619 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $145,170 | 4,097 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $149,017 | 5,381 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $198,407 | 7,108 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $190,115 | 7,108 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||