Position in PAX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$600,566
-$33,333 QoQ
Shares Held
47,664
+19.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Legal & General Group Plc holds $4,946,931,559 across 80 Asset Management names. PAX ranks #68 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
903,637 | $869,036,738 | |
| 2 | BX |
Blackstone Inc.
|
4,890,077 | $562,309,953 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
11,428,128 | $462,496,338 | |
| 4 | KKR |
KKR & Co. Inc.
|
4,947,482 | $457,642,084 | |
| 5 | APO |
Apollo Global Management, Inc.
|
3,718,591 | $414,325,408 | |
| 6 | AMP |
Ameriprise Financial Inc
|
613,299 | $272,550,075 | |
| 7 | STT |
State Street Corp
|
2,074,191 | $262,509,612 | |
| 8 | NTRS |
Northern Trust Corp
|
1,346,397 | $187,916,628 |
All Filings in PAX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $600,566 | 47,664 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $633,899 | 39,893 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $561,077 | 38,430 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $528,023 | 37,555 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $446,022 | 39,506 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $491,146 | 42,231 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $314,424 | 28,149 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $159,975 | 13,265 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $154,973 | 10,443 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $142,349 | 9,178 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $122,515 | 8,403 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $31,788 | 2,223 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||