Position in BN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$338,733
-$45,366 QoQ
Shares Held
8,370
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GUERRA PAN ADVISORS, LLC holds $1,290,454 across 3 Asset Management names. BN ranks #2 (26.2% of the industry book) .
All Filings in BN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,733 | 8,370 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $384,099 | 8,370 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $255,163 | 5,581 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $230,123 | 5,581 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $195,000 | 5,581 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $213,752 | 5,581 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||