Position in PDX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$330,900
New position
Shares Held
15,000
first reported quarter
Ownership
0.034%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Abel Hall, LLC holds $18,984,943 across 50 Asset Management names. PDX ranks #18 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
120,000 | $1,347,600 | |
| 2 | BX |
Blackstone Inc.
|
9,257 | $1,064,462 | |
| 3 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
40,000 | $1,035,200 | |
| 4 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
76,000 | $915,800 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
55,000 | $913,000 | |
| 6 | BEN |
Franklin Resources Inc
|
30,465 | $719,583 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
19,362 | $711,553 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
83,600 | $630,344 |
All Filings in PDX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,900 | 15,000 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||