Position in BN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$310,438
+$39,411 QoQ
Shares Held
7,289
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 931 holders
Holding Since
Jun 2025
5 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, 2026Wealthfront Advisers LLC holds $92,163,470 across 20 Asset Management names. BN ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
19,414 | $18,667,725 | |
| 2 | STT |
State Street Corp
|
70,275 | $11,918,640 | |
| 3 | BX |
Blackstone Inc.
|
84,008 | $9,885,221 | |
| 4 | PFG |
Principal Financial Group Inc
|
71,257 | $7,680,079 | |
| 5 | TROW |
Price T Rowe Group Inc
|
66,575 | $7,568,911 | |
| 6 | AMP |
Ameriprise Financial Inc
|
14,702 | $6,744,689 | |
| 7 | APO |
Apollo Global Management, Inc.
|
56,931 | $6,735,506 | |
| 8 | ARES |
Ares Management Corp
|
40,640 | $4,523,638 |
All Filings in BN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,438 | 7,289 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $271,027 | 6,697 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $270,521 | 5,895 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $250,934 | 3,659 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $210,042 | 3,396 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||