Position in GUT
as of Jun 30, 2026
· filed Sep 15, 2026
Position Value
$17,206
+$1,410 QoQ
Shares Held
2,611
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 100 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Anchor Investment Management, LLC holds $38,159,012 across 51 Asset Management names. GUT ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
82,628 | $23,711,026 | |
| 2 | TROW |
Price T Rowe Group Inc
|
28,853 | $3,280,297 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
239,802 | $3,088,649 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
72,345 | $1,645,848 | |
| 5 | SOR |
Source Capital /De/
|
28,757 | $1,321,959 | |
| 6 | BX |
Blackstone Inc.
|
8,704 | $1,024,199 | |
| 7 | BLK |
BlackRock, Inc.
|
762 | $732,708 | |
| 8 | STT |
State Street Corp
|
12,510 | $670,661 |
All Filings in GUT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,206 | 2,611 | Shares | Sole | 2026-09-15 | |
| 2026-03-31 | $15,796 | 2,611 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $30,150 | 5,000 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $30,350 | 5,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,000 | 5,000 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $26,700 | 5,000 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $25,150 | 5,000 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||