Position in HPI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,653,436
+$100,691 QoQ
Shares Held
102,001
+3.1% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 65 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fiera Capital Corp holds $144,303,731 across 70 Asset Management names. HPI ranks #25 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
380,446 | $17,063,002 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
371,358 | $15,816,137 | |
| 3 | AMP |
Ameriprise Financial Inc
|
18,982 | $8,708,181 | |
| 4 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
505,073 | $2,969,829 | |
| 5 | SABA |
Saba Capital Income & Opportunities Fund II
|
330,990 | $2,763,766 | |
| 6 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
167,970 | $2,734,551 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
341,744 | $2,692,942 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
214,702 | $2,602,188 |
All Filings in HPI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,653,436 | 102,001 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $1,552,745 | 98,964 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,672,669 | 103,315 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,515,279 | 87,336 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,217,286 | 76,128 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $1,275,837 | 76,904 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $1,278,913 | 76,904 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $1,489,204 | 78,586 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $1,293,621 | 77,416 | Shares | Other | 2024-10-31 | |
| 2024-03-31 | $1,287,428 | 77,416 | Shares | Other | 2024-08-22 | |
| 2023-12-31 | $1,219,462 | 77,279 | Shares | Other | 2024-08-22 | |
| 2023-09-30 | $1,125,955 | 77,279 | Shares | Other | 2024-08-22 | |
| 2023-06-30 | $1,180,888 | 77,537 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $1,240,592 | 77,537 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $1,270,341 | 79,149 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,199,321 | 74,864 | Shares | Other | 2022-11-03 | |
| 2022-06-30 | $1,314,072 | 75,047 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,190,450 | 61,522 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $985,977 | 47,517 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $993,085 | 46,190 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $997,704 | 46,190 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $712,887 | 34,489 | Shares | Other | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||