Position in SII
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,011
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#231
of 235 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Stone House Investment Management, LLC holds $236,608 across 18 Asset Management names. SII ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAM |
Brookfield Asset Management Ltd.
|
1,676 | $75,168 | |
| 2 | BLK |
BlackRock, Inc.
|
72 | $69,232 | |
| 3 | BX |
Blackstone Inc.
|
299 | $35,183 | |
| 4 | 267 | $13,870 | |||
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
267 | $10,426 | |
| 6 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
144 | $7,757 | |
| 7 | IVZ |
Invesco Ltd.
|
223 | $5,884 | |
| 8 | TY |
TRI-CONTINENTAL Corp
|
151 | $5,197 |
All Filings in SII
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011 | 9 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||