Position in BN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$424,877
+$185,781 QoQ
Shares Held
9,976
+68.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#597
of 931 holders
Holding Since
Dec 2025
3 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, 2026PINNACLE ASSOCIATES LTD holds $99,783,975 across 31 Asset Management names. BN ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
40,477 | $38,921,064 | |
| 2 | BX |
Blackstone Inc.
|
200,175 | $23,554,592 | |
| 3 | RJF |
Raymond James Financial Inc
|
98,433 | $14,964,768 | |
| 4 | KKR |
KKR & Co. Inc.
|
74,854 | $6,870,100 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
40,195 | $1,763,756 | |
| 6 | TROW |
Price T Rowe Group Inc
|
14,877 | $1,691,366 | |
| 7 | APO |
Apollo Global Management, Inc.
|
14,232 | $1,683,787 | |
| 8 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
130,712 | $1,673,113 |
All Filings in BN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,877 | 9,976 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $239,096 | 5,908 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $280,296 | 6,108 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||