Position in BN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,260
New position
Shares Held
147
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#888
of 931 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $1,808,660 across 15 Asset Management names. BN ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
5,008 | $870,590 | |
| 2 | APO |
Apollo Global Management, Inc.
|
3,711 | $439,048 | |
| 3 | BLK |
BlackRock, Inc.
|
180 | $173,080 | |
| 4 | ARES |
Ares Management Corp
|
1,214 | $135,130 | |
| 5 | BX |
Blackstone Inc.
|
595 | $70,013 | |
| 6 | AMP |
Ameriprise Financial Inc
|
138 | $63,308 | |
| 7 | PFG |
Principal Financial Group Inc
|
152 | $16,382 | |
| 8 | KKR |
KKR & Co. Inc.
|
105 | $9,636 |
All Filings in BN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,260 | 147 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||