Position in BUR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$43,394
New position
Shares Held
10,584
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 234 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, 2026Parcion Private Wealth LLC holds $12,430,346 across 12 Asset Management names. BUR ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,382 | $8,059,795 | |
| 2 | BX |
Blackstone Inc.
|
15,128 | $1,780,111 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,143 | $524,362 | |
| 4 | ARCC |
Ares Capital Corp
|
22,982 | $425,856 | |
| 5 | 6,997 | $363,494 | |||
| 6 | NTRS |
Northern Trust Corp
|
2,004 | $348,375 | |
| 7 | IVZ |
Invesco Ltd.
|
10,048 | $265,166 | |
| 8 | KKR |
KKR & Co. Inc.
|
2,678 | $245,786 |
All Filings in BUR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,394 | 10,584 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||