Position in IFN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$708,552
+$32,238 QoQ
Shares Held
62,593
+26.9% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IFN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $14,633,868,169 across 366 Asset Management names. IFN ranks #283 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,232,973 | $5,032,602,459 | |
| 2 | BX |
Blackstone Inc.
|
11,538,067 | $1,326,762,320 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,601,675 | $980,654,936 | |
| 4 | PFG |
Principal Financial Group Inc
|
8,819,452 | $794,720,816 | |
| 5 | ARES |
Ares Management Corp
|
4,196,847 | $457,876,004 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
11,115,001 | $449,824,086 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,957,303 | $440,922,696 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,449,760 | $354,700,748 |
All Filings in IFN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $708,552 | 62,593 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $676,314 | 49,330 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $725,570 | 49,527 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $529,703 | 32,045 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $589,624 | 37,389 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,105,366 | 70,182 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,287,481 | 67,691 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,125,999 | 231,019 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,974,823 | 194,178 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,550,820 | 194,140 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,266,666 | 187,524 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,021,615 | 182,025 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,561,856 | 169,323 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,873,244 | 329,051 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $5,066,020 | 315,051 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,597,170 | 282,035 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,155,345 | 266,978 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,079,213 | 240,721 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $5,385,372 | 233,234 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,856,849 | 221,168 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $4,364,623 | 203,479 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,646,850 | 182,708 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,431,158 | 147,343 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,296,301 | 148,340 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,530,322 | 185,780 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||