Position in BN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$231,178
+$11,507 QoQ
Shares Held
5,428
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#725
of 931 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026First Western Trust Bank holds $4,004,137 across 3 Asset Management names. BN ranks #3 (5.8% of the industry book) .
All Filings in BN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,178 | 5,428 | Shares | Sole | 2026-07-29 | |
| 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 | $248,191 | 3,619 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,834 | 3,619 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $207,911 | 3,619 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $217,755 | 4,097 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $223,526 | 5,381 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $297,611 | 7,108 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $285,173 | 7,108 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||