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Equibles

MISSION WEALTH MANAGEMENT, LP

Position in GAM — General American Investors Co Inc

CIK 1645382 Santa Barbara, CA
Back to GAM Full portfolio

Position in GAM

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$252,705
+$7,307 QoQ
Shares Held
3,964
-5.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 106 holders
Holding Since
Jun 2021
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

MISSION WEALTH MANAGEMENT, LP holds $28,134,153 across 26 Asset Management names. GAM ranks #15 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 14,160 $13,615,689
2 KKR
KKR & Co. Inc.
 26,263 $2,410,418
3 BX
Blackstone Inc.
 18,743 $2,205,488
4 NTRS
Northern Trust Corp
 11,078 $1,925,799
5 AMG
Affiliated Managers Group, Inc.
 3,864 $1,307,577
6 AMP
Ameriprise Financial Inc
 1,945 $892,288
7 AB
Alliancebernstein Holding L.P.
 24,062 $847,463
8 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 35,683 $493,495

All Filings in GAM

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $252,705 3,964
2026-03-31 $245,398 4,197
2025-12-31 $246,489 4,197
2025-09-30 $261,095 4,197
2025-06-30 $235,199 4,197
2025-03-31 $211,402 4,197
2024-12-31 $214,088 4,197
2024-09-30 $225,001 4,197
2024-06-30 $208,674 4,197
2021-12-31 $229,088 5,183
2021-09-30 $223,179 5,183
2021-06-30 $225,045 5,183