Position in BN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$289,697
+$55,133 QoQ
Shares Held
6,802
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#682
of 931 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Excelsior Advisor Network LLC holds $2,730,870 across 6 Asset Management names. BN ranks #5 (10.6% of the industry book) .
All Filings in BN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,697 | 6,802 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $234,564 | 5,796 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||