Position in CG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,739,130
-$2,086,632 QoQ
Shares Held
207,531
-7.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#91
of 579 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Galvin, Gaustad & Stein, LLC holds $11,007,826 across 4 Asset Management names. CG ranks #1 (79.4% of the industry book) .
All Filings in CG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,739,130 | 207,531 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,825,762 | 223,719 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,095,265 | 204,623 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,612,485 | 233,054 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,759,344 | 150,960 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||