Position in BN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,584,443
+$590,810 QoQ
Shares Held
131,121
+6.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#274
of 931 holders
Holding Since
Sep 2023
12 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, 2026Stamos Capital Partners, L.P. holds $19,830,536 across 5 Asset Management names. BN ranks #3 (28.2% of the industry book) .
All Filings in BN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,584,443 | 131,121 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,993,633 | 123,391 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,663,490 | 79,832 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,912,351 | 57,048 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,712,337 | 92,358 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,021,226 | 57,646 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,026,261 | 35,270 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,227,232 | 23,090 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,263,511 | 54,490 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,951,139 | 46,600 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,534,993 | 38,260 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,957,505 | 62,600 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||