Position in MSDL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$515,459
+$119,462 QoQ
Shares Held
36,924
+53.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSDL 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. MSDL ranks #10 (3.3% 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 MSDL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,459 | 36,924 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $395,997 | 24,029 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $391,628 | 24,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $198,974 | 10,629 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||