Position in PS
as of Jun 30, 2026
· filed Sep 15, 2026
Position Value
$1,150
New position
Shares Held
35
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 58 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Anchor Investment Management, LLC holds $38,159,012 across 51 Asset Management names. PS ranks #49 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
82,628 | $23,711,026 | |
| 2 | TROW |
Price T Rowe Group Inc
|
28,853 | $3,280,297 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
239,802 | $3,088,649 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
72,345 | $1,645,848 | |
| 5 | SOR |
Source Capital /De/
|
28,757 | $1,321,959 | |
| 6 | BX |
Blackstone Inc.
|
8,704 | $1,024,199 | |
| 7 | BLK |
BlackRock, Inc.
|
762 | $732,708 | |
| 8 | STT |
State Street Corp
|
12,510 | $670,661 |
All Filings in PS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150 | 35 | Shares | Sole | 2026-09-15 | |
| No filing history on record for this holder in this stock. | ||||||