Position in BUR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$167,574
New position
Shares Held
40,872
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#128
of 234 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026DRIVE WEALTH MANAGEMENT, LLC holds $4,921,400 across 9 Asset Management names. BUR ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,718 | $1,651,959 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
72,600 | $944,525 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,056 | $484,450 | |
| 4 | NTRS |
Northern Trust Corp
|
2,104 | $365,758 | |
| 5 | KKR |
KKR & Co. Inc.
|
3,951 | $362,622 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,348 | $356,965 | |
| 7 | STT |
State Street Corp
|
1,897 | $321,731 | |
| 8 | BX |
Blackstone Inc.
|
2,259 | $265,816 |
All Filings in BUR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,574 | 40,872 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||