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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in GAM — General American Investors Co Inc

CIK 1463217 IRVING, TX
Back to GAM Full portfolio

Position in GAM

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$531,993
+$44,061 QoQ
Shares Held
8,345
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 106 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GAM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. GAM ranks #25 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KKR
KKR & Co. Inc.
 243,165 $22,317,683
2 ARES
Ares Management Corp
 106,313 $11,833,700
3 BX
Blackstone Inc.
 89,717 $10,556,999
4 BLK
BlackRock, Inc.
 8,301 $7,981,909
5 NTRS
Northern Trust Corp
 40,661 $7,068,508
6 OBDC
Blue Owl Capital Corp
 278,557 $3,027,914
7 AMP
Ameriprise Financial Inc
 5,940 $2,725,034
8 STT
State Street Corp
 13,525 $2,293,840

All Filings in GAM

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $531,993 8,345
2026-03-31 $487,932 8,345
2025-12-31 $490,101 8,345
2022-12-31 $211,839 5,860
2022-06-30 $208,871 5,907
2022-03-31 $250,870 5,907
2021-12-31 $261,089 5,907
2021-09-30 $254,355 5,907
2021-06-30 $256,481 5,907
2021-03-31 $235,334 5,907
2020-12-31 $219,681 5,907
2020-09-30 $200,542 5,907