Position in GAM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$79,343
-$353 QoQ
Shares Held
1,357
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CWM, LLC holds $156,736,270 across 274 Asset Management names. GAM ranks #110 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
161,324 | $14,541,745 | |
| 2 | AMP |
Ameriprise Financial Inc
|
31,625 | $14,054,150 | |
| 3 | BLK |
BlackRock, Inc.
|
13,303 | $12,793,628 | |
| 4 | KKR |
KKR & Co. Inc.
|
121,243 | $11,214,977 | |
| 5 | BX |
Blackstone Inc.
|
89,727 | $10,317,707 | |
| 6 | NTRS |
Northern Trust Corp
|
66,054 | $9,219,156 | |
| 7 | JHG |
Janus Henderson Group Ltc.
|
160,591 | $8,249,559 | |
| 8 | IVZ |
Invesco Ltd.
|
296,702 | $7,206,891 |
All Filings in GAM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,343 | 1,357 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $79,696 | 1,357 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $82,179 | 1,321 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $74,028 | 1,321 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $66,538 | 1,321 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $30,657 | 601 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,814 | 295 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $19,042 | 383 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $12,790 | 275 | Shares | Sole | 2024-04-05 | |
| 2023-06-30 | $2,419 | 58 | Shares | Sole | 2023-08-03 | |
| 2022-12-31 | $1,265 | 35 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,184 | 35 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,237 | 35 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $61,326 | 1,444 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $63,957 | 1,447 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $63,089 | 1,453 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $57,887 | 1,453 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $54,037 | 1,453 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $49,329 | 1,453 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $46,234 | 1,453 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $39,855 | 1,453 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||