Position in PFX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$591,368
+$12,920 QoQ
Shares Held
15,140
+15.6% QoQ
Ownership
0.783%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 16 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFX 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. PFX ranks #69 (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 PFX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $591,368 | 15,140 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $578,448 | 13,093 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $604,599 | 12,695 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $716,748 | 14,151 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $764,154 | 14,151 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $716,634 | 14,151 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $751,064 | 15,777 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $775,306 | 16,577 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $731,045 | 16,577 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $700,328 | 16,577 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $628,268 | 16,577 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $629,926 | 16,577 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $613,349 | 16,577 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $514,715 | 16,577 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $578,172 | 16,577 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $604,728 | 16,577 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $677,999 | 16,577 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $693,333 | 16,577 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $711,153 | 16,577 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $702,943 | 17,229 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $625,875 | 19,012 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||