Position in PS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,064
New position
Shares Held
215
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
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, 2026Lodestone Wealth Management LLC holds $3,124,400 across 20 Asset Management names. PS ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
13,914 | $1,637,260 | |
| 2 | IVZ |
Invesco Ltd.
|
7,448 | $559,554 | |
| 3 | STT |
State Street Corp
|
10,245 | $549,234 | |
| 4 | BLK |
BlackRock, Inc.
|
96 | $92,309 | |
| 5 | KKR |
KKR & Co. Inc.
|
884 | $81,133 | |
| 6 | AMP |
Ameriprise Financial Inc
|
111 | $50,922 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
2,000 | $29,080 | |
| 8 | 457 | $23,741 |
All Filings in PS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,064 | 215 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||