Position in PCM
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$1
-$5,465 QoQ
Shares Held
300
-49.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 2 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Sep 30, 2026CX Institutional holds $16,221,604 across 56 Asset Management names. PCM ranks #54 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
12,420 | $6,114,987 | |
| 2 | STT |
State Street Corp
|
78,727 | $1,765,104 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
72,131 | $904,522 | |
| 4 | BLK |
BlackRock, Inc.
|
837 | $885,788 | |
| 5 | RJF |
Raymond James Financial Inc
|
5,049 | $797,842 | |
| 6 | BX |
Blackstone Inc.
|
4,877 | $546,662 | |
| 7 | IVZ |
Invesco Ltd.
|
325,677 | $519,596 | |
| 8 | APO |
Apollo Global Management, Inc.
|
3,748 | $434,992 |
All Filings in PCM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $1 | 300 | Shares | Sole | 2026-10-02 | |
| 2022-06-30 | $5,466 | 591 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $6,707 | 591 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||