Position in MIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$283,630
-$11,300 QoQ
Shares Held
113,000
0.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EVOKE WEALTH, LLC holds $26,747,907 across 30 Asset Management names. MIN ranks #24 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
401,081 | $4,171,242 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
296,141 | $3,275,319 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
256,039 | $2,982,854 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
236,500 | $2,655,895 | |
| 5 | BLK |
BlackRock, Inc.
|
1,881 | $1,808,976 | |
| 6 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
143,219 | $1,704,306 | |
| 7 | BX |
Blackstone Inc.
|
9,668 | $1,111,723 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
39,858 | $732,590 |
All Filings in MIN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,630 | 113,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,930 | 113,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $444,880 | 166,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $888,880 | 328,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $882,320 | 328,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $872,480 | 328,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $884,000 | 325,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $486,780 | 183,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,002,820 | 377,000 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $1,010,360 | 377,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,032,980 | 377,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,144,287 | 413,100 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,140,156 | 413,100 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,235,745 | 439,767 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,306,107 | 439,767 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,385,266 | 439,767 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,660,175 | 740,996 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,661,905 | 735,333 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,637,945 | 705,333 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,475,038 | 665,333 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,278,505 | 598,033 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,846,350 | 495,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $288,600 | 78,000 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||