Position in SAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,898,111
+$33,323 QoQ
Shares Held
85,079
-0.2% QoQ
Ownership
0.522%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SAR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,168,393,242 across 453 Asset Management names. SAR ranks #237 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,504,990 | $2,408,698,182 | |
| 2 | BX |
Blackstone Inc.
|
6,396,724 | $752,702,511 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,023,020 | $185,672,773 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,550,234 | $183,408,181 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,504,120 | $106,650,469 | |
| 6 | ARCC |
Ares Capital Corp
|
4,437,109 | $82,219,628 | |
| 7 | PFG |
Principal Financial Group Inc
|
755,407 | $81,417,764 | |
| 8 | STT |
State Street Corp
|
464,889 | $78,845,173 |
All Filings in SAR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,898,111 | 85,079 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,864,788 | 85,267 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,910,887 | 82,830 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,051,174 | 84,099 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,502,815 | 100,920 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,539,711 | 100,265 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,626,032 | 109,784 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,469,548 | 106,492 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,253,927 | 99,292 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,305,987 | 99,396 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,337,692 | 90,398 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,375,348 | 92,426 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,323,946 | 86,104 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $2,139,420 | 84,629 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,129,664 | 83,549 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,707,065 | 82,189 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,971,676 | 82,256 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,168,342 | 79,543 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,154,229 | 73,323 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,962,280 | 68,277 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,874,692 | 69,769 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,641,140 | 64,816 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,302,478 | 62,469 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $945,158 | 56,293 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $765,430 | 48,445 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $495,355 | 43,037 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||