Position in IGR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$70,033
+$159 QoQ
Shares Held
15,953
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IGR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Fiduciary Group, LLC holds $15,554,850 across 16 Asset Management names. IGR ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
46,397 | $5,335,191 | |
| 2 | BLK |
BlackRock, Inc.
|
2,793 | $2,686,056 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
61,553 | $1,458,190 | |
| 4 | NTRS |
Northern Trust Corp
|
8,612 | $1,201,976 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,800 | $814,000 | |
| 6 | ARCC |
Ares Capital Corp
|
43,967 | $792,285 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
65,489 | $724,308 | |
| 8 | APO |
Apollo Global Management, Inc.
|
5,812 | $647,573 |
All Filings in IGR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,033 | 15,953 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $69,874 | 15,953 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $81,998 | 15,953 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $84,391 | 15,953 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $77,296 | 14,980 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $72,053 | 14,980 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $98,418 | 14,980 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $75,499 | 14,980 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $65,528 | 12,180 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $66,137 | 12,180 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $54,810 | 12,180 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $63,701 | 12,180 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $53,896 | 10,150 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $58,159 | 10,150 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $58,565 | 10,150 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||