Position in BN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$336,035
+$29,030 QoQ
Shares Held
7,890
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#657
of 931 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $1,444,074 across 3 Asset Management names. BN ranks #2 (23.3% of the industry book) .
All Filings in BN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,035 | 7,890 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $307,005 | 7,586 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $317,191 | 6,912 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $485,272 | 7,076 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $425,094 | 6,873 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $211,002 | 4,026 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $231,293 | 4,026 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||